Unclaimed Profile

Jordan Lamarr Gibbs

HERITAGE WEALTH MANAGEMENT, INC.·SAN DIEGO, California

SIE, Series 7, Series 63, Series 65CFP17 years registeredHERITAGE WEALTH MANAGEMENT, INC.

11440 W. BERNARDO CT., SAN DIEGO, CA 92127CRD# 5567629Firm CRD# 316956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jordan Lamarr Gibbs · SAN DIEGO, CA

Registration

CRD #5567629 · HERITAGE WEALTH MANAGEMENT, INC. · 17 years registered

Brand Profile

Not yet started

Career History

HERITAGE WEALTH MANAGEMENT, INC.

Nov 2021 – present

THE KOCEN FINANCIAL GROUP, INC.

Dec 2010 – Nov 2022

SAN DIEGO, CA

FIRST FINANCIAL ADVISORS, LLC

Sep 2008 – Jan 2012

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 3, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

2020Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HERITAGE WEALTH MANAGEMENT, INC.

CRD 316956 · SEC 801-122719

AUM

$377M

Regulatory assets under management

Employees

819 client accounts

Services offered by HERITAGE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HERITAGE WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jordan Lamarr Gibbs offer?

Jordan Lamarr Gibbs specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN DIEGO, California for a consultation.

What are Jordan Lamarr Gibbs's credentials?

Jordan Lamarr Gibbs holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jordan Lamarr Gibbs located?

Jordan Lamarr Gibbs is based in SAN DIEGO, California, working with HERITAGE WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Jordan Lamarr Gibbs charge for services?

Jordan Lamarr Gibbs's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE WEALTH MANAGEMENT, INC.?

HERITAGE WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $377M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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