HERITAGE WEALTH MANAGEMENT, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 316956). Regulatory assets under management: $643.4M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Ryan Kent Gibbs | CHIEF COMPLIANCE OFFICER | — |
| Jordan Lamarr Gibbs | PRESIDENT; TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| Jessica Marie Gibbs | TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| Gregory Ryan Davis | PARTNER | — |
| Daniel Jay Shainberg | CHIEF INVESTMENT OFFICER | — |
| CAMPBELL RICHARD ALEXANDER | CHIEF INVESTMENT OFFICER | — |
| GIBBS RYAN KENT | CHIEF COMPLIANCE OFFICER | — |
| GIBBS JORDAN LAMARR | PRESIDENT; TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| GIBBS JESSICA MARIE | TRUSTEE OF JORDAN AND JESSICA GIBBS FAMILY TRUST MARCH 31, 2015 | — |
| Davis Gregory Ryan | PARTNER | — |