Heritage Wealth Management
California
Registered In
06/03/2009
Incorp. Date
Company Summary
Heritage Wealth Management at 11440 W Bernardo Ct STE 240, San Diego, Ca 92127 lists Jordan Lamarr Gibbs of San Diego, CA as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Jason Faas
Individual Agent
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750 B ST STE 2100, SAN DIEGO, CA 92101
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Jordan Lamarr Gibbs
CEO
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11440 W BERNARDO CT STE 240, SAN DIEGO, CA 92127
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Jordan Lamarr Gibbs
Chief Financial Officer
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11440 W BERNARDO CT STE 240, SAN DIEGO, CA 92127
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Jordan Lamarr Gibbs
Director
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11440 W BERNARDO CT STE 240, SAN DIEGO, CA 92127
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Jordan Lamarr Gibbs
Secretary
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11440 W BERNARDO CT STE 240, SAN DIEGO, CA 92127
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Showing current associates only (5 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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11440 W BERNARDO CT STE 240, SAN DIEGO, CA 92127
(Mailing)
View Map
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Financials
Financial Information for Heritage Wealth Management
Form 5500
HERITAGE WEALTH MANAGEMENT, INC.
11440 W. Bernardo Ct. #390, San Diego, Ca 92127 (858) 613-9191 EIN:61-1599465 Plan Admin:Ryan Gibbs| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameHERITAGE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$1,204,102 / $882,586 | 2022 | HERITAGE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 13 / 14 | $1,204,102 / $882,586 |
| 2021 | Plan NameHERITAGE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$938,911 / $1,204,102 | 2021 | HERITAGE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 7 / 8 | $938,911 / $1,204,102 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HERITAGE WEALTH MANAGEMENT
11440 W. Bernardo Ct, Suite 240, San Diego, CA 92127 Ethnicity:Not Hispanic or Latino Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$115,700 Forgiven$116,293 LenderZions Bank, A Division of Jobs6 | 04/28/2020 | $115,700 | $116,293 | Zions Bank, A Division of | 6 |
PPP Loans based on Paycheck Protection Program.
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|
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|
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|
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|
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|
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Person/City Match:Jason Faas - San Diego, CA
|
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|
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Person/City Match:Jordan Lamarr Gibbs - San Diego, CA
|
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|
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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