CoverProfile

Jay Jordan

Investment Management 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

View more

Profile Information

Investment Management Director

Heritage Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Richmond

Virginia

United States

Mar 17, 2025

More profiles to browse

Profile Photo
Dee Ann Remo
Founder, CEO and Managing Director
MS
Mark Sisisky
Managing Director
Profile Photo
Steven Jakobovic
Senior Advisor
Profile Photo
Matt Middleton
Managing Director

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RD
Russ Degitz
Principal
Huntington University