Jordan Heller
Investment Adviser Representative at Beacon Pointe Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jordan Heller is an investment adviser representative with Beacon Pointe Advisors, LLC in Summitt, NJ, where they have been registered since 2019. They have worked in the securities industry since 2005 and have been registered with 5 firms, including Beacon Pointe Wealth Advisors, LLC and Heller Wealth Advisors, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New Jersey and Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Beacon Pointe Wealth Advisors, LLCApr 2019 – Mar 2020Summit, NJ
- Beacon Pointe Advisors, LLCApr 2019 – Mar 2020Summit, NJ
- Beacon Pointe Insurance Services, LLCApr 2019 – no end date reportedSummit, NJ
- Beacon Pointe Advisors, LLCApr 2020 – no end date reportedSummit, NJ
- Heller Wealth Advisors, LLCApr 2008 – Apr 2019Summit, NJ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Beacon Pointe Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The Fund offers investors access to less liquid alternative investments through a portfolio of Underlying Funds investing in Private Credit, Private Real Estate, Private Equity, Hedge Funds, Hedged Equities, and Real Assets, with daily subscriptions, quarterly redemptions, quarterly distributions, and 1099 tax reporting.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 473
- Offices listed on AdvisorFinder:
- 68
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-60943
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 31, 2026
View full firm profileOther advisors at Beacon Pointe Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Heller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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