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Jean A. Heath

Clearstead; Clearstead Advisory Solutions

Morristown, NJ

Cleveland, OH

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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-06-12
  • NJ RA
    APPROVED
    Since 2025-06-12

Branch Locations

Morristown, NJ • United States

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brinker Capital Securities, Inc. Berwyn PA 07/1997 01/2018
Envestnet Asset Management, Inc. Berwyn PA 02/2018 10/2024
Clearstead Advisory Solutions Norfolk VA 10/2024 Present
  • 07/1997 → 01/2018
    Brinker Capital Securities, Inc.
    Berwyn, PA
  • 02/2018 → 10/2024
    Envestnet Asset Management, Inc.
    Berwyn, PA
  • 10/2024 → Present
    Clearstead Advisory Solutions
    Norfolk, VA
Previous Registrations
  • 2020-01-15 → 2024-08-26
    Envestnet Pmc
    Berwyn, PA
  • 2006-01-26 → 2018-01-19
    Brinker Capital Inc
    Berwyn, PA
    Berwyn, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-25
S63 Uniform Securities Agent State Law Examination 1999-12-22
  • S66 Uniform Combined State Law Examination
    2006-01-25
  • S63 Uniform Securities Agent State Law Examination
    1999-12-22
Other Names
  • Jean Anne Heath
  • Jean Anne Lynch
  • Jean Anne Heath-Lynch
  • Jean Anne Hempel
  • Jean A. Hempel

View on SEC IAPD

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