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Jeroen Andre Heijnen

LPl Financial LLC

Akron, OH

CRD 5294436

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-22
OH RA APPROVED 2022-10-19
  • TX RA
    APPROVED_RES
    Since 2026-06-22
  • OH RA
    APPROVED
    Since 2022-10-19

Branch Locations

Akron, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cantella & Co., Inc. Boston MA 10/2016 10/2022
Lpl Financial Llc Mentor OH 10/2022 Present
  • 10/2016 → 10/2022
    Cantella & Co., Inc.
    Boston, MA
  • 10/2022 → Present
    Mentor, OH
Previous Registrations
  • 2016-10-06 → 2022-10-18
    Cantella & Co., Inc.
    Concord Township, OH
  • 2012-10-01 → 2016-09-09
    Akron, OH
    Akron, OH
    Akron, OH
  • 2010-08-17 → 2012-10-01
    Chase Investment Services Corp.
    Akron, OH
  • 2007-05-10 → 2010-08-02
    St Louis, MO
    Fairlawn, OH
    Bath, OH
Other Businesses

1. 10/14/2022 - No Business Name - Investment Related - Akron OH 44301 - Real Estate Rental - Start Date: 10/06/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Time Spent 1% - 100% Owner with wife. 2. 10/14/2022 - No Business Name - Investment Related - Home Based - Non-security insurance-Property & Casualty - Start Date: 09/01/2012- 1 Hour Per Month/1 Hour During Securities Trading - Time Spent 1%. 3. 05/19/2023 - No Business Name - Investment Related - Akron OH - Real Estate Rental - Owner - Start Date 07/06/2007 - 1 Hour Per Month/0 Hours During Securities Trading 4. 05/19/2023 - No Business Name - Investment Related - Akron OH - Real Estate Rental - Owner - Start Date 11/16/2007 - 1 Hour Per Month/0 Hours During Securities Trading 5. 05/19/2023 - No Business Name - Investment Related - Akron OH - Real Estate Rental - Owner - Start Date 09/11/2008 - 1 Hour Per Month/0 Hours During Securities Trading 6. 05/19/2023 - No Business Name - Investment Related - Akron OH - Real Estate Rental - Owner - Start Date 07/06/2007 - 1 Hour Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-26
  • S66 Uniform Combined State Law Examination
    2007-04-26
Other Names
  • Jerry Andre Heijnen

View on SEC IAPD

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