Edward Jones-Financial Advisor: Heidi Jordan

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Edward Jones-Financial Advisor: Heidi Jordan A curious, relationship-focused confidant and dependable promise-keeper, I bring both heart and structure to my work as a financial advisor. Member SIPC

I am energized by helping people move forward with clarity and confidence. Building trust through genuine connection, consistency and follow-through is central to how I serve my clients. Before entering the financial industry, I dedicated 18 years to health care as a physical therapist. During that time, I cared for people during some of their most vulnerable moments — listening closely, earning trust, and helping them believe in progress when the path felt uncertain. Those experiences continue to shape my work today, allowing me to meet clients with empathy, patience and a deep commitment to ensuring they feel heard, seen and understood. As a financial advisor, I apply that same thoughtful, people-centered approach to support clients through areas of life that are deeply personal and profoundly impactful. Together, we develop clear, personalized strategies aligned with each client’s goals, values and priorities. My process is structured yet flexible, designed to evolve as life changes. I am licensed in multiple states and provide both fiduciary financial planning for clients with complex needs and strategic advice for those seeking focused guidance. I hold the CFP® and CEPA® certifications to serve clients with an elevated level of professional insight and care. Outside the office, my life is grounded in faith, family and service to others. My husband, JJ, and I have been married since 2004, and he honorably served 24 years in the U.S. Air Force across active duty and reserve roles. We are actively involved in our church and lead the premarital program — work that deeply enriches us both. I’m grateful to work alongside my branch office administrator, Lauren Canada, who has earned the FPQP® certification as part of her continued professional growth. As a team, we are committed to providing highly personalized, dependable service and creating a welcoming environment for every client relationship. We look forward to the opportunity to serve you. Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/13/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/4dAh2QZ

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4rXS83E

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges ...
10/12/2026

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ens...
10/09/2026

Don’t think you need an estate plan? Proper estate planning strategies can help protect you and your family and help ensure your assets can be distributed without unnecessary fees and taxes. Here’s how to get started.

Learn how and where to start

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4dpvSK6

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/04/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/02/2026

With financial fraud on the rise, staying vigilant is more important than ever. Edward Jones continues to work behind the scenes to help safeguard client information—and now, through our relationship with Carefull, we’re offering an additional layer of support.

Carefull helps monitor accounts, track unusual activity, and alert you to potential issues early, making it easier for you and your family to feel more confident in your financial security. And it’s available at no cost to Edward Jones clients in the United States.

If you’d like to learn more, feel free to reach out.

Address

5600 W Lovers Lane, Suite 310
Dallas, TX
75209

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

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