Jay Jordan
Compliance Officer chez Heritage Wealth Advisors LLC
Profil
Mr. John G.
Jordan is a Chief Investment Officer & Chief Compliance Officer at Heritage Wealth Advisors LLC.
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, he is responsible for the firm’s day-to-day compliance within the regulations of the financial services industry.
Mr. Jordan joined Heritage after twelve years as a portfolio manager at Eagle Asset Management with macroeconomic, industry and individual stock selection responsibilities over a large capitalization equity portfolio.
He has over twenty-five years of experience in the investment management industry working with institutions and high net worth clients.
He earned his Bachelor of Science degree in Commerce with a concentration in Finance from the University of Virginia.
He is a CFA charterholder and a member of the CFA Society of Virginia.
Postes actifs de Jay Jordan
| Sociétés | Poste | Début |
|---|---|---|
Heritage Wealth Advisors LLC
 Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Compliance Officer | - |
Anciens postes connus de Jay Jordan
| Sociétés | Poste | Fin |
|---|---|---|
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Gestionnaire de Portefeuille-Actions | 01/09/2012 |
Formation de Jay Jordan
| University of Virginia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Finance |
Heritage Wealth Advisors LLC
Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Finance |
