Jack Heiss

Current Employers

Employment History

• 10/2009 → 08/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
• 10/2012 → 08/2025
  Bank Of America N.A.
  Saint Petersburg, FL
• 08/2025 → Present
  Ubs Financial Services Inc.
  Tampa, FL

Previous Registrations

• 2009-10-23 → 2025-08-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Savannah, GA
  Tampa, FL
  Saint Petersburg, FL
  Orlando, FL
  Sarasota, FL
  Tampa, FL
  Orlando, FL
  Fort Lauderdale, FL
  Palm Beach, FL
  Jacksonville, FL
  Tampa, FL
  Sarasota, FL
  Fort Lauderdale, FL
  Orlando, FL
  Orlando, FL
  Savannah, GA
  Seattle, WA
• 2003-06-25 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Orlando, FL
  Jacksonville, FL
  Fort Lauderdale, FL
  Sarasota, FL
  West Palm Beach, FL
  Miami, FL
  Tampa, FL

Other Businesses

1) FLORIDA SECURITIES DEALERS ASSN; INV REL; MONROE ST, TALLAHASSEE, FL; ASSOCIATION; DIRECTOR; JAN 2005; 8 HRS/YEAR. I*73468 For profit or not for profit: Non-Profit Organization Name of outside business organization: YMCA South Tampa Address of business: Tampa, Florida 33611 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 6/1/2014 Number of hours devoted: 8 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Current President of the Board. My roles is to lead the mthly meetings, oversee all committees. I have no access to funds or any powers to move or request funds.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-25
• S63 Uniform Securities Agent State Law Examination
  1987-09-04

Other Names

• Jack Heiss
• John L Heiss
• John Louis Heiss