Unclaimed Profile

Heath Ray Jordan

TRUSTMARK INVESTMENT ADVISORS, INC.·RIDGELAND, Mississippi

Series 7, Series 63, Series 65Clean record16 years registeredTRUSTMARK INVESTMENT ADVISORS, INC.

1029 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157CRD# 2881815Firm CRD# 118826

Profile Verification

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

Identity

Heath Ray Jordan · RIDGELAND, MS

Registration

CRD #2881815 · TRUSTMARK INVESTMENT ADVISORS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUSTMARK INVESTMENT ADVISORS, INC.

TRUSTMARK INVESTMENT ADVISORS, INC.

Feb 2010 – Jan 2023

RIDGELAND, MS

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 23, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUSTMARK INVESTMENT ADVISORS, INC.

CRD 118826 · SEC 801-60966

AUM

$2.6B

Regulatory assets under management

Employees

1 client accounts

Services offered by TRUSTMARK INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at TRUSTMARK INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Heath Ray Jordan offer?

Heath Ray Jordan specializes in Financial Planning, Wealth Management, Fee-Only Advisory.

What are Heath Ray Jordan's credentials?

Heath Ray Jordan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heath Ray Jordan located?

Heath Ray Jordan is based in RIDGELAND, Mississippi, last registered with TRUSTMARK INVESTMENT ADVISORS, INC..

How does Heath Ray Jordan charge for services?

Heath Ray Jordan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUSTMARK INVESTMENT ADVISORS, INC.?

TRUSTMARK INVESTMENT ADVISORS, INC. has approximately 11 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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