Best Investors Account Sign in

Heidi Lynn Etzweiler Jones

Janney Montgomery Scott LLC

Wilmington, DE

Claim This Profile
Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-03-31
  • TX RA
    APPROVED
    Since 2016-03-31

Branch Locations

1013 Centre Road, Suite 102, Wilmington, DE 19805 • 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
Janney Montgmoery Scott Llc Greenville DE 03/2016 02/2019
Janney Montgomery Scott Llc Wilmington DE 05/2025 07/2025
Janney Montgomery Scott Llc Greenville DE 02/2019 05/2025
Janney Montgomery Scott Llc Wilmington DE 07/2025 Present
Previous Registrations
  • 2011-06-23 → 2016-04-19
    Morgan Stanley
    Greenville, DE
    Greenville, DE
Other Businesses

1. Greenbank Mill and Phillips Farm, Wilmington, DE. Shepherd (03/2025) - feed the sheep and maintain the barn. Not investment related, not compensated, 6 hours/month. 2. Greenbank Mil and Phillips Farm< Wilmington, DE. Board Member (03/2025). Not investment related, not compensated, 6 hours/month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-05-20
  • S63 Uniform Securities Agent State Law Examination
    2011-05-20
Other Names
  • Heidi Jones
  • Heidi Lynn Etzweiler

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor