Heidi Frank

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 10/2024
  Edward Jones
  St. Louis, MO
• 03/2015 → 06/2017
  Los Alamitos School District
  Los Alamitos, CA
• 10/2024 → Present
  Edward Jones
  St Louis, MO

Other Businesses

National Charity League Type: Date: 06/01/24 Title: VP of Philanthropy Trad Hrs: 0 Tot Hrs: 0 Desc: Communicating with group regarding philanthropic volunteer activities. City-State: Seal Beach CA LW Adler Weiner Type of business: Research Group Cypress, CA Start date: 4/21/2026 Survey Participant Hours per week: 0 Hours during trading: 0 Occasional participant in automotive design focus group.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-23

Other Names

• Heidi Jo Maxfield
• Heidi Jo Orsini
• Heidi Jo Frank