Jordan Heller
Jordan Heller is a CFA, CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Summitt, NJ, with 20 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 18,377 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Pointe charges a percentage of your portfolio's value each year for investment advice. This fee is negotiable and can range from 0.50% to 1.50% annually, but there is a minimum quarterly fee of $1,250.
Beacon Pointe also uses third-party managers, and their fees are separate from Beacon Pointe's fees. Some clients may pay a percentage of profits from certain investments instead of a management fee. Clients in the American Funds F-2 Direct Program pay between 0.25% and 1.0% of the value of assets invested in the program. Clients in the sub-advisory program through SEI pay a 0.08% fee in addition to the advisory fee paid to Beacon Pointe.
Location
47 Maple Street, Suite 306, Summitt, NJ, 07901
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan is a board member for the New York School Of Podiatric Medicine and Alzheon, Inc., and a managing member/president of JH Advisors LLC. Jordan also works with clients on P&C Insurance through JD Associates, LLC and is a licensed insurance agent with Beacon Pointe Insurance Services, LLC, selling life and/or accident/health insurance.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
Heller Wealth Advisors, LLC.
NFP Securities, INC.
American Economic Planning Group INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.