Heather Staton

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → Present
  Edward Jones
  St Louis, MO
• 06/1989 → 03/2020
  Times-News
  Hendersonville, NC

Exams

• S66 Uniform Combined State Law Examination
  2020-06-15

Designations

• Chartered Financial Consultant

Other Names

• Heather Marie Smith
• Heather Marie Hoots
• Heather Smith Hoots
• Heather Marie Staton
• Heather Smith Staton
• Heather Marie Smith Staton