Jordan Heaps, Financial Planning Associate
Jordan first joined The Kelly Group team as an intern for the CPA & Tax Consultants in January 2015. In April 2016, he became a full-time Financial Planning Associate for The Kelly Group. Jordan works with The Kelly Group’s advisors on preparing financial plans and is involved in planning research and development of planning strategies. He graduated from Towson University in December 2015 with a Bachelor of Science in Accounting. He is Series 7 licensed and preparing to obtain his Certified Financial Planner® certification and Master’s in Financial Planning.
Jordan currently resides in Port Deposit, MD after living in Harford County for more than 20 years. He played on his collegiate golf team and won the Maryland state college championship in 2011. Jordan also participates in a year-round Harford County football and bowling league and is a big fan of his home town Terps, Ravens, and O’s.
Check the background of this investment professional at FINRA’s BrokerCheck.