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Julie Heitman

Edward Jones

Red Wing, MN

St. Louis, MO

CRD 7167861

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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 2025-05-15
MN RA APPROVED 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-15
  • MN RA
    APPROVED
    Since 2025-05-08

Branch Locations

Red Wing, MN • United States

12555 Manchester Road, St. Louis, MO 63131 • 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 Red Wing MN 08/2019 Present
Cobiz Financial Denver CO 10/2012 03/2019
Unemployed Red Wing MN 03/2019 08/2019
  • 08/2019 → Present
    Edward Jones
    Red Wing, MN
  • 10/2012 → 03/2019
    Cobiz Financial
    Denver, CO
  • 03/2019 → 08/2019
    Unemployed
    Red Wing, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-07
  • S66 Uniform Combined State Law Examination
    2025-05-07
Other Names
  • Julie Martin

View on SEC IAPD

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