Heidi Wilson (CRD# 5554190) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Albuquerque, NM and has over 15 years of experience in the finance industry.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Albuquerque, NM | Aug 2021 - Current | 2 |
| Jp Morgan Chase Bank, N.a. | Albuquerque, NM | Aug 2021 - Current | 2 |
| Unemployed | Sandia Park, NM | Feb 2020 - Jul 2021 | 1 |
| Bank Of The West | Albuquerque, NM | Jul 2017 - Jan 2020 | 2 |
| Tiaa | Albuquerque, NM | Oct 2014 - Jun 2017 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Albuquerque, NM | Oct 2014 - Jun 2017 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills, CA | Jul 2010 - Nov 2014 | 4 |
| Bank Of America,na | Beverly Hills, CA | Jul 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- MN
- NM
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.