Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Lee Heaps is a financial advisor working with The Kelly Group. Jordan has been in the financial services industry since 2015. Jordan specializes in working with high net worth individuals and families, as well as providing retirement planning and investment management services. Jordan is also a certified financial planner and has a Series 7 and Series 65 license.
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.
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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MD
12/20/2021 - Present
THE Kelly Group (BEL AIR MD)
MD
07/18/2017 - 10/19/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (BEL AIR MD)
IA
Issued 12/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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