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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gwyn Jordan is an Investment Advisor Representative with Heritage Wealth Advisors, a firm with offices in Richmond, Virginia. John has been in the industry since October 2012 and has passed the Series 65 Exam, the Uniform Investment Adviser Law Examination. John is a Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
10/09/2012 - Present
Heritage Wealth Advisors (RICHMOND VA)
IA
Issued 11/04/1994
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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