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Heather Jeane Boivin

Edward Jones

Traverse City, MI

CRD 3199362

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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 2018-12-04
MI RA APPROVED 2010-02-26
  • TX RA
    APPROVED_RES
    Since 2018-12-04
  • MI RA
    APPROVED
    Since 2010-02-26

Branch Locations

3285 South Airport Road West, Traverse City, MI 49684 • 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 D. Jones & Co., L.P. Grand Rapids MI 03/1999 Present
  • 03/1999 → Present
    Edward D. Jones & Co., L.P.
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-29
S63 Uniform Securities Agent State Law Examination 1999-05-20
  • S66 Uniform Combined State Law Examination
    2009-12-29
  • S63 Uniform Securities Agent State Law Examination
    1999-05-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
UP NORTH FINANCIAL, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

DEBORAH ANN ALICE
Kevin Edwin Dunklow
BUZ EDWARD ZAMARRON

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI

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