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

Jay Jordan
Investment Management Director, Chief Investment Officer & Managing Director
Heritage Wealth Advisors
United States, Virginia, Richmond
About Me
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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