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Jordan Lamarr Gibbs

PresidentHeritage Wealth Management, Inc.CRD 5567629

About Jordan Lamarr Gibbs

Jordan Lamarr Gibbs is listed as President at Heritage Wealth Management, Inc. in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%. Jordan Lamarr Gibbs is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Heritage Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jordan Lamarr Gibbs work?

Jordan Lamarr Gibbs is listed as President at Heritage Wealth Management, Inc. on SEC Form ADV.

How much of Heritage Wealth Management, Inc. does Jordan Lamarr Gibbs own?

Form ADV reports a beneficial ownership band of Under 5%.

Heritage Wealth Management, Inc.

TitlePresident
OwnershipUnder 5%
Control personYes
Since2021
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Heritage Wealth Management, Inc.

TitleTrustee Of Jordan And Jessica Gibbs Family Trust March 31, 2015
Ownership50-75%
Control personYes
Since2015
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