Jay Jordan Email & Phone Number
Partner, Chief Investment Officer, and Managing Director @ Heritage Wealth Advisors
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Jay Jordan Location
- Richmond, VA, US
Jay Jordan Work
- 2012 -now Partner, Chief Investment Officer, and Managing Director @
- 2001 -2012 Portfolio Manager @
- 1999 -2001 Portfolio Manager @ Mentor Investment Group/Evergreen Investments
- 1991 -1999 Portfolio Manager and Research Analyst @
Jay Jordan Education
- University of Virginia
Bachelor of Science (B.S.) in Commerce (Concentration in Finance)
1986-1990
Jay Jordan Skills
- Portfolio Management
- Asset Allocation
- Investments
- Alternative Investments
- Wealth Management
- Hedge Funds
- Equity Research
- Valuation
- Leadership
- Data Analysis
- Business Analysis
- Strategy
Jay Jordan Summary
- Jay Jordan, based in Richmond, VA, US, is currently a Partner, Chief Investment Officer, and Managing Director at Heritage Wealth Advisors. Jay Jordan brings experience from previous roles at Eagle Asset Management, Mentor Investment Group/Evergreen Investments and Thompson, Siegel & Walmsley. Jay Jordan holds a 1986 - 1990 Bachelor of Science (B.S.) in Commerce in Concentration in Finance @ University of Virginia. With a robust skill set that includes Portfolio Management, Asset Allocation, Investments, Alternative Investments, Wealth Management and more. Jay Jordan has 2 emails and 2 mobile phone numbers on RocketReach.
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Jay Jordan
Partner, Chief Investment Officer, and Managing Director
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