Jacob J Heinz

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-07
NC	RA	APPROVED	2024-08-05

TX RA
APPROVED

Since 2025-03-07
NC RA
APPROVED

Since 2024-08-05

Branch Locations

Charlotte, NC • United States

2100 Crescent Ave Suite 150, Charlotte, NC 28207-1588 • 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
E*Trade Securities Llc	Charlotte	NC	07/2016	08/2023
E*Trade Capital Management Llc	Charlotte	NC	07/2016	08/2023
Fidelity Investments	Charlotte	NC	08/2023	07/2024
Edward Jones	St. Louis	MO	07/2024	Present

07/2016 → 08/2023

E*Trade Securities Llc

Charlotte, NC
07/2016 → 08/2023

E*Trade Capital Management Llc

Charlotte, NC
08/2023 → 07/2024

Fidelity Investments

Charlotte, NC
07/2024 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2023-08-22 → 2024-07-09

Fidelity Personal And Workplace Advisors

Charlotte, NC
2016-07-14 → 2023-08-14

Harrisdirect Llc

Charlotte, NC

Arlington, VA

Charlotte, NC
2014-12-17 → 2016-07-13

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-12-08
S63	Uniform Securities Agent State Law Examination	2011-04-26

S66 Uniform Combined State Law Examination

2014-12-08
S63 Uniform Securities Agent State Law Examination

2011-04-26

Other Names

Jacob Joseph Heinz

View on SEC IAPD

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