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David Eric Heffernan

Edward Jones

Eagle, ID

CRD 4633116

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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
TX RA APPROVED 2026-02-24
ID RA APPROVED 2011-06-06
  • TX RA
    APPROVED
    Since 2026-02-24
  • ID RA
    APPROVED
    Since 2011-06-06

Branch Locations

12 N Echohawk Ln Suite 101, Eagle, ID 83616 • 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 02/2011 Present
Other Businesses

OWNER, RENTAL PROPERTY IN MERIDIAN, ID, 83646, SINCE JUNE 2006: I HAVE A RENTAL PROPERTY THAT GENERATED RENVENUE FOR ME. IT IS PROFESSIONALLY MANAGED AND REQUIRES NO ATTENTION OR TIME ON MY PART.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-08
S63 Uniform Securities Agent State Law Examination 2004-06-05
  • S66 Uniform Combined State Law Examination
    2011-04-08
  • S63 Uniform Securities Agent State Law Examination
    2004-06-05
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Dave Heffernan

View on SEC IAPD

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