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Jay Jordan
Compliance Officer chez Heritage Wealth Advisors LLC
Provenance du réseau au premier degré de Jay Jordan
Entité | Type d'entité | Industrie | |
---|---|---|---|
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.
4
| Private Company | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jay Jordan via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
The Community Foundation, Inc.
![]() The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous The Community Foundation, Inc. operates as a community foundation that provides stewardship services for endowments. The firm works with donors and partner organizations to address needs through grant making, leadership and community development programs. It administers charitable grant-making funds established by individuals and corporations for the purpose of benefiting non-profit community organizations. The company was founded in 1968 and is headquartered in Richmond, VA. | Investment Trusts/Mutual Funds | Director/Board Member | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Visual Arts Center of Richmond | Director/Board Member | ||
West Virginia University | College/University | Undergraduate Degree | |
CHESAPEAKE FINANCIAL SHARES, INC. | Regional Banks | Director/Board Member | |
University of Virginia | College/University | Undergraduate Degree | |
Robert Morris University | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 9 |
Sectorielle
Consumer Services | 4 |
Finance | 3 |
Miscellaneous | 2 |
Commercial Services | 2 |
Opérationnelle
Director/Board Member | 3 |
Undergraduate Degree | 3 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 2 |
Trading-Equity | 2 |
Relations les plus connectées
Insiders | |
---|---|
Dee Ann Remo | 6 |
Cary Baronian | 3 |
Kaitlyn Renken | 2 |
Sharon Porter | 1 |
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