Joseph Heintzelman

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-06-23
FL	RA	APPROVED	2026-06-10

TX RA
APPROVED

Since 2026-06-23
FL RA
APPROVED

Since 2026-06-10

Branch Locations

12107 Stoneybrook W Pkwy Suite 201, Winter Garden, FL 34787 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2017	04/2026
Adventist Health System	Altamonte Springs	FL	05/2014	11/2017
Self-Employed	Altamonte Springs	FL	03/2004	09/2017
Edward Jones	St Louis	MO	05/2026	Present

11/2017 → 04/2026

Edward Jones

St Louis, MO
05/2014 → 11/2017

Adventist Health System

Altamonte Springs, FL
03/2004 → 09/2017

Self-Employed

Altamonte Springs, FL
05/2026 → Present

Edward Jones

St Louis, MO

Previous Registrations

2018-01-17 → 2026-04-13

Edward Jones

Sorrento, FL

St Louis, MO

Sorrento, FL

Oviedo, FL

Eustis, FL

Other Businesses

Self-Employed Type of business: Sports Officiating Sorrento, FL Start date: 3/8/2004 Referee Hours per week: 10 Hours during trading: 0 Seasonal independent contractor for various youth, high school, and collegiate leagues. Maintain certifications and training, officiate games, and supervise new officials.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-13

S66 Uniform Combined State Law Examination

2018-01-13

Other Names

Joseph Heintzelman
Joseph Alejandro Heintzelman

View on SEC IAPD