Jason W Heffner

Current Employers

Employment History

• 06/2002 → Present
  Principal Life Insurance Company
  Overland Park, MO
• 10/2015 → 07/2019
  Heffner Financial Partners
  Olathe, KS
• 07/2019 → Present
  Stephens / Heffner Financial Partners
  Overland Park, KS
• 03/2016 → Present
  Principal Securities Inc
  Overland Park, KS
• 03/2021 → 05/2022
  Union Financial
  Overland Park, KS

Other Businesses

**HEFFNER FAMILY FARM.07/2010, RENTAL INCOME FROM FARMLAND. **STANDARD INSURANCE COMPANY, 02/2009, SALES AND SERVICING OF DI POLICIES. **VARIOUS CARRIERS, 01/2010, BROKER, SELLS INSURANCE. **Heffner Financial Partners LLC; Not Investment Related; Olathe, KS; Owner; Sole owner for LLC, employee payroll, tax purposes, business expenses; Start Date: 01/01/2020; 3 hrs per month; 0 during trading hours. **BALDWIN EDUCATION FOUNDATION POSITION: Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2022 ADDRESS: PO Box 67, Baldwin City KS 66006, United States DESCRIPTION: The goal of the Foundation is to promote excellence in Education by encouraging teachers to take innovative approaches to public education, recognizing students for scholastic achievement and providing long term support for school programs. The Foundation accomplishes this by working collaboratively with the business leaders, service organizations, educators, and residents of the community. **EIGHT MILE CREEK LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2025 ADDRESS: 1858 N 800th Rd, Eudora KS 66025, United States DESCRIPTION: LLC establish to hold farm ground and rental house.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-28
• S63 Uniform Securities Agent State Law Examination
  2002-09-30