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.
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Heritage Wealth Management, Inc.
| Title | Trustee Of Jordan And Jessica Gibbs Family Trust March 31, 2015 |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2015 |