Jordan Heller
Jordan Heller is a CFA, CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Summitt, NJ, with 21 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
47 Maple Street, Suite 306, Summitt, NJ, 07901
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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.
Exams
More Advisors
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