Jacob B Heeres

Grand Rapids, MI

CRD 8202798

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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

Authority	Category	Status	Date
MI	RA	APPROVED	2026-03-16

MI RA
APPROVED

Since 2026-03-16

Branch Locations

678 Front Ave Nw Suite 254, Grand Rapids, MI 49504 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2026	Present
Koops Inc	Holland	MI	05/2021	01/2026
Calvin University	Grand Rapids	MI	08/2019	04/2023
Windridge Perennials & Landscaping	Zeeland	MI	05/2018	08/2020
Holland Christian High School	Holland	MI	08/2015	05/2019

01/2026 → Present

Edward Jones

St Louis, MO
05/2021 → 01/2026

Koops Inc

Holland, MI
08/2019 → 04/2023

Calvin University

Grand Rapids, MI
05/2018 → 08/2020

Windridge Perennials & Landscaping

Zeeland, MI
08/2015 → 05/2019

Holland Christian High School

Holland, MI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-13

S66 Uniform Combined State Law Examination

2026-03-13

View on SEC IAPD

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