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Jonathan Morse Heitner

Raymond James & Associates, Inc.

St Louis, MO

Rancho Santa Fe, CA

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-07-31
MO RA APPROVED 2018-11-19
TX RA APPROVED_RES 2018-08-17
  • CA RA
    APPROVED
    Since 2019-07-31
  • MO RA
    APPROVED
    Since 2018-11-19
  • TX RA
    APPROVED_RES
    Since 2018-08-17

Branch Locations

9900 Clayton Road, St Louis, MO 63124 • United States

Rancho Santa Fe, CA • 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
Wells Fargo Advisors Llc Frontenac MO 05/2009 11/2016
Wells Fargo Clearing Services, Llc Frontenac MO 11/2016 05/2018
Raymond James & Associates, Inc. St. Louis MO 05/2018 Present
Cottage & Castles Clayton ME 03/2004 12/2024
Raymond James & Associates, Inc. Rancho Santa Fe CA 07/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-16
S63 Uniform Securities Agent State Law Examination 1981-01-08
  • S65 Uniform Investment Adviser Law Examination
    2018-11-16
  • S63 Uniform Securities Agent State Law Examination
    1981-01-08

View on SEC IAPD

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