Heidi
Heister
Edward Jones
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About this Advisor
Heidi Heister is an advisor whose office is in Tempe, Arizona. Currently a registered financial advisor at Edward Jones, they have accrued 10 years of professional experience. Heister maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Heister is able to serve clients in Arizona. Throughout their career, they have worked at None, Edward Jones and Petsmart. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 brick-and-mortar locations across the country. In total, Edward Jones manages $312 billion in assets throughout 2,500,304 client accounts and retains more than 23,510 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 917,687 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Edward Jones Brokerage Details

$328,988,570,418

23,408

3,047,151

$107,966

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Heidi Heister Work History
Heidi has 10 years of experience.
Edward Jones
None
Petsmart
None
Disclosures
Heidi Heister has no disclosures.
Please visit their SEC profile for more details.
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This content was compiled from the SEC and FINRA.
