Jordan Gibbs
Heritage Wealth Management · San Diego, California
Jordan Gibbs is a fee-only financial advisor at Heritage Wealth Management in San Diego, California, who holds the CFP credential. Jordan focuses on retirement planning, founders (pre-exit) and tax planning. Heritage Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Heritage Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $643.4M across 226 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5567629 |
| Exams passed | Series 63 (2011) · Series 65 (2008) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | heritagewealthusa.com |
How Jordan's firm compares
- Heritage Wealth Management's average account is about $2.8 million, from its Form ADV (assets managed divided by 226 accounts).
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Questions about Jordan
Is Jordan Gibbs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Heritage Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Heritage Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jordan Gibbs based?
Jordan Gibbs is based in San Diego, California.
What does Jordan specialize in?
Jordan's specialties include retirement planning, founders (pre-exit), tax planning and estate & legacy planning.
What credentials does Jordan Gibbs hold?
Jordan Gibbs holds the CFP credential.
Is Jordan Gibbs registered with the SEC?
Yes. Jordan Gibbs is registered as an investment adviser representative in CA and TX (CRD 5567629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Heritage Wealth Management manage?
Heritage Wealth Management reports $643.4M across 226 accounts in assets under management.
How do I contact Jordan Gibbs?
Through Jordan's website, heritagewealthusa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Heritage Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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