Colin P O'HIggins

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

• 11/2005 → 09/2019
  Wealth Watchers
  Miami Beach, FL
• 09/2008 → 01/2021
  O'HIggins Asset Management Inc
  Miami Beach, FL
• 01/2021 → 05/2023
  Jpmorgan Private Bank
  Naples, FL
• 05/2023 → 06/2024
  Jp Morgan Wealth Management
  Naples, FL
• 06/2024 → 08/2025
  Fidelity Investments
  Naples, FL
• 01/2021 → 05/2023
  Jpmorgan Chase Bank Na
  Naples, FL
• 10/2025 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2025-03-31 → 2025-09-05
  Strategic Advisers Llc
  Naples, FL
  Naples, FL
  Naples, FL
  Boston, MA
• 2024-08-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Naples, FL
• 2021-02-08 → 2024-06-18
  J.P. Morgan Securities Llc
  Naples, FL
  Naples, FL
  Naples, FL
• 2008-10-07 → 2021-02-22
  Ohiggins Asset Management Inc
  Miami Beach, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-11-18
• S65 Uniform Investment Adviser Law Examination
  2008-09-11

Designations

• Certified Financial Planner

Other Names

• Colin Higgins
• Colin Ohiggins
• Colin Patrick O'HIggins
• Colin P. O'HIggins
• Colin Patrick Ohiggins
• Colin P O'HIggins