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Jeremy James Heyer

Edward Jones

Charles City, IA

CRD 5911200

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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_RES 2018-12-14
IA RA APPROVED 2011-08-08
  • TX RA
    APPROVED_RES
    Since 2018-12-14
  • IA RA
    APPROVED
    Since 2011-08-08

Branch Locations

610 South Grand Avenue, Charles City, IA 50616 • 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 04/2011 Present
Other Businesses

JJH Land Company LLC Type of business: Real estate Charles City, IA Start date: 11/13/2013 Manager Hours per week: 2 Hours during trading: 0 JJH Land Company LLC is a partnership between Jeremy and Jodi Heyer for owning real estate. As of 12/31/13, this LLC owns the branch and receives lease income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-10
  • S66 Uniform Combined State Law Examination
    2011-06-10

View on SEC IAPD

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