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Jay Jordan

Investment Management Director, Chief Investment Officer & Managing Director

Heritage Wealth Advisors

United States, Virginia, Richmond

About Me

Jay Jordan is the Chief Investment Officer and Chief Compliance Officer with Heritage Wealth Advisors. He is responsible for all aspects of the investment management process of the firm including asset allocation, risk management, investment research and product development. He works closely with the client service teams on management of client investment portfolios. As Chief Compliance Officer, Jay is responsible for the firm’s day-to-day compliance within the regulations of the financial services industry. Jay joined Heritage after twelve years as a portfolio manager at Eagle Asset Management with macroeconomic, industry and individual stock selection responsibilities over a large capit

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Profile Information

Investment Management Director, Chief Investment Officer & Managing Director

Heritage Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Richmond

Virginia

United States

Nov 6, 2025

Work Experience

Heritage Wealth Advisors

Investment Management Director, Chief Investment Officer & Managing Director
Oct 2012 - Present
Email: jjordan@heritagewealth.net

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