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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Heller is a financial advisor with Beacon Pointe Advisors, LLC, a firm headquartered in Newport Beach, California. Jordan has been working as a financial advisor since 1988 and has extensive experience in the industry. Jordan has earned the CFP and CFA designations. Jordan has a strong focus on providing comprehensive financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, and corporations. Jordan is also involved in community work, serving on the boards of several organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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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NJ
04/10/2019 - Present
Beacon Pointe Advisors, LLC (Summitt NJ)
NJ
05/12/2005 - 03/31/2011
NFP ADVISOR SERVICES (ROSELAND NJ)
TX
06/28/2000 - 12/20/2000
LEDGEWOOD CAPITAL MANAGEMENT, LLC (HOUSTON TX)
NY
01/09/1998 - 12/10/1999
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
06/10/1996 - 01/02/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
10/21/1988 - 03/08/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/16/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2000
Series 4 - Registered Options Principal Examination
BC
Issued 03/02/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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