Jay Jordan

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.