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Heather Thorpe

Edward Jones

Grass Valley, CA

CRD 6740038

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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 2024-01-08
CA RA APPROVED 2017-04-28
  • TX RA
    APPROVED_RES
    Since 2024-01-08
  • CA RA
    APPROVED
    Since 2017-04-28

Branch Locations

350 Crown Point Circle Ste 115, Grass Valley, CA 95945 • 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 01/2017 Present
Home School Teacher Nevada City CA 09/2001 01/2017
  • 01/2017 → Present
    St Louis, MO
  • 09/2001 → 01/2017
    Home School Teacher
    Nevada City, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-03
  • S66 Uniform Combined State Law Examination
    2017-03-03
Designations
  • Certified Financial Planner
Other Names
  • Heather Claire Belluomini
  • Heather Claire Thorpe
  • Heather Claire Thorpe

View on SEC IAPD

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