Heather A Lewis

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

Authority	Category	Status	Date
OR	RA	APPROVED	2025-08-08
TX	RA	APPROVED_RES	2019-01-17
WA	RA	APPROVED	2009-09-08

OR RA
APPROVED

Since 2025-08-08
TX RA
APPROVED_RES

Since 2019-01-17
WA RA
APPROVED

Since 2009-09-08

Branch Locations

Bend, OR • United States

612 Harrison St Suite 200, Sumner, WA 98390 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	08/2009	Present

08/2009 → Present

Edward Jones

St Louis, MO

Other Businesses

WGSKI, LLC - Bluewood Ski Resort Type of business: Ski Resort Dayton, WA Start date: 8/11/2021 Owner Hours per week: 0 Hours during trading: 0 Active owner but there is a general manager for the mountain AZ Rental Property Type of business: Rental Sun City, AZ Start date: 7/1/2025 Owner Hours per week: 0 Hours during trading: 0 We own this home in AZ and rent it to my mother-in-law

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-09-03
S63	Uniform Securities Agent State Law Examination	2007-01-15

S66 Uniform Combined State Law Examination

2009-09-03
S63 Uniform Securities Agent State Law Examination

2007-01-15

Designations

Chartered Financial Analyst

Other Names

Heather A. Pavlik
Heather A. Pavlik
Heather Alleyn Lewis

View on SEC IAPD