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Heather Wolff Edmondson

Edward Jones

Hixson, TN

CRD 6713979

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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

AuthorityCategoryStatusDate
TN RA APPROVED 2017-02-21
  • TN RA
    APPROVED
    Since 2017-02-21

Branch Locations

6503 Hixson Pike Suite 109, Hixson, TN 37343 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2016 Present
Keller Williams Commercial Chattanooga TN 08/2014 10/2016
  • 10/2016 → Present
    St Louis, MO
  • 08/2014 → 10/2016
    Keller Williams Commercial
    Chattanooga, TN
Other Businesses

BNI Hixson, TN Start date: 10/16/2017 member Hours per week: 0 Hours during trading: 0 Nooga Exchange BNI group. I am the Education Coordinator.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-17
  • S66 Uniform Combined State Law Examination
    2016-12-17
Designations
  • Certified Financial Planner
Other Names
  • Heather Patricia Wolff

View on SEC IAPD

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