Best Investors Account Sign in
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-31
  • OH RA
    APPROVED
    Since 2025-10-31

Branch Locations

Westerville, OH • United States

370 S Cleveland Ave Floor 2, Westerville, OH 43081 • 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
J.P. Morgan Securities Llc Westerville OH 07/2025 Present
Hillsdale College Hillsdale MI 01/2024 05/2025
Midway Venture Partners Llc Arlington Heights IL 05/2024 08/2024
Kj Management Group, Llc Dayton OH 05/2022 08/2023
Unemployed Dayton OH 07/2015 05/2022
Unemployed Dayton OH 09/2023 01/2024
Unemployed Westerville OH 06/2025 06/2025
  • 07/2025 → Present
    Westerville, OH
  • 01/2024 → 05/2025
    Hillsdale College
    Hillsdale, MI
  • 05/2024 → 08/2024
    Midway Venture Partners Llc
    Arlington Heights, IL
  • 05/2022 → 08/2023
    Kj Management Group, Llc
    Dayton, OH
  • 07/2015 → 05/2022
    Unemployed
    Dayton, OH
  • 09/2023 → 01/2024
    Unemployed
    Dayton, OH
  • 06/2025 → 06/2025
    Unemployed
    Westerville, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-30
  • S66 Uniform Combined State Law Examination
    2025-10-30
Other Names
  • William Heffner
  • Will Heffner
  • William Douglas Heffner
  • William D Heffner

View on SEC IAPD

More in Westerville, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor