Jerry Michael Heine

Current Employers

Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-03-10
MN	RA	APPROVED	2022-03-02

AZ RA
APPROVED

Since 2022-03-10
MN RA
APPROVED

Since 2022-03-02

Branch Locations

Golden Canyon, AZ • United States

701 East Lake Street, Wayzata, MN 55391 • United States

5500 Wayzata Boulevard Suite 400, Golden Valley, MN 55416 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Wayzata	MN	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Wayzata	MN	11/2016	03/2022
Stifel Nicolaus & Co Inc	Golden Valley	MN	03/2022	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Wayzata, MN
11/2016 → 03/2022

Wells Fargo Clearing Services, Llc

Wayzata, MN
03/2022 → Present

Stifel Nicolaus & Co Inc

Golden Valley, MN

Previous Registrations

2006-03-31 → 2022-03-04

Wells Fargo Clearing Services, Llc

Wayzata, MN

Gold Canyon, AZ

Wayzata, MN

Wayzata, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-03-29
S63	Uniform Securities Agent State Law Examination	1981-12-21

S65 Uniform Investment Adviser Law Examination

2006-03-29
S63 Uniform Securities Agent State Law Examination

1981-12-21