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Heather Brandi Tremaine

Edward Jones

Springfield, TN

CRD 6684742

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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
TN RA APPROVED 2024-10-03
  • TN RA
    APPROVED
    Since 2024-10-03

Branch Locations

3130 Tom Austin Hwy Suite A, Springfield, TN 37172 • 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 08/2016 Present
Other Businesses

Limited partner with Edward Jones

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-03
  • S66 Uniform Combined State Law Examination
    2024-10-03
Other Names
  • Heather Brandi-Linette Tremaine

View on SEC IAPD

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