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Heather Marie Runyon

Edward Jones

The Dalles, OR

CRD 2973797

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-05
  • OR RA
    APPROVED
    Since 2025-03-05

Branch Locations

3591 Klindt Dr Ste 200, The Dalles, OR 97058 • 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
Edward Jones St Louis MO 05/2005 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
S63 Uniform Securities Agent State Law Examination 2005-09-23
  • S66 Uniform Combined State Law Examination
    2025-03-04
  • S63 Uniform Securities Agent State Law Examination
    2005-09-23
Other Names
  • Heather Marie Alfson

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

DEAN ALAN DOLLARHIDE
JOHN BENSON COATS
JOHN CHARLES BRUNK

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · The Dalles, OR
EAGLE STRATEGIES LLC · THE DALLES, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Dalles, OR

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