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Heidi Lynn Crutchfield

Edward Jones

Danville, KY

CRD 3164210

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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
TX RA APPROVED_RES 2018-12-06
KY RA APPROVED 2015-12-11
  • TX RA
    APPROVED_RES
    Since 2018-12-06
  • KY RA
    APPROVED
    Since 2015-12-11

Branch Locations

439 W Walnut St Suite 103, Danville, KY 40422 • 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
Edward Jones St Louis MO 08/2015 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-16
  • S66 Uniform Combined State Law Examination
    2015-10-16
Designations
  • Certified Financial Planner
Other Names
  • Heidi Lynn Adkins
  • Heidi Lynn Waters
  • Heidi Lynn Crutchfield

View on SEC IAPD

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Nearby Offices

RESURGENT ADVISORS · Danville, KY
J.P. MORGAN SECURITIES LLC · DANVILLE, KY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · DANVILLE, KY

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