JORDAN HELLER is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with BEACON POINTE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON POINTE WEALTH ADVISORS, LLC | 2019-04-18 | 2020-04-27 | — |
| BEACON POINTE ADVISORS, LLC | 2019-04-10 | present | Yes |
| HELLER WEALTH ADVISORS, LLC. | 2011-04-01 | 2019-05-07 | — |
| KESTRA INVESTMENT SERVICES, LLC | 2005-05-03 | 2011-03-31 | — |
| AEPG WEALTH STRATEGIES | 2005-04-21 | 2005-05-23 | — |