Jonathan David Heines

Current Employers

New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2021-06-16

CT RA
APPROVED

Since 2021-06-16

Branch Locations

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

2200 Atlantic Street 2Nd Floor, Stamford, CT 06902 • 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
Ubs Wealth Management	New York	NY	01/2014	06/2021
Newedge Securities, Inc	Stamford	CT	06/2021	Present
Newedge Wealth	Stamford	CT	06/2021	Present

01/2014 → 06/2021

Ubs Wealth Management

New York, NY
06/2021 → Present

Newedge Securities, Inc

Stamford, CT
06/2021 → Present

Newedge Wealth

Stamford, CT

Previous Registrations

2017-05-22 → 2021-06-10

Ubs Financial Services Inc.

New York, NY

Weehawken, NJ

Other Businesses

NEW EDGE WEALTH~INVESTMENT RELATED~DARIEN, CONNECTICUT~INVESTMENT ADVISOR REPRESENTATIVE~JUNE 2021~80HRS PER MONTH~80HRS PER MONTH DURING MARKET~FINANCIAL SERVICES TO HIGH NET WORTH INDIVIDUALS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-12

S66 Uniform Combined State Law Examination

2017-05-12

Other Names

Jonathan Heines

View on SEC IAPD