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Heather Aehle

Edward Jones

Creve Coeur, MO

CRD 6652358

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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 2018-12-19
MO RA APPROVED 2016-11-11
  • TX RA
    APPROVED_RES
    Since 2018-12-19
  • MO RA
    APPROVED
    Since 2016-11-11

Branch Locations

1001 Craig Rd Ste 101, Creve Coeur, MO 63146 • 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 05/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-12
  • S66 Uniform Combined State Law Examination
    2016-09-12
Other Names
  • Heather Elizabeth Kauffman
  • Heather Elizabeth Aehle

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

GARY MARTIN GEBHARDT
DALE WILLIAM VON HOFFMANN
Blake Elliott Smith

Nearby Offices

LPL FINANCIAL LLC · CREVE COEUR, MO
LPL FINANCIAL LLC · CREVE COEUR, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · ST LOUIS, MO

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