Heather Armstrong, financial advisor Ann Arbor MI

Heather Armstrong

CRD Number: 6810159
Current Firm: J.p. Morgan Securities LLC

Heather Armstrong (CRD# 6810159) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Ann Arbor, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Grand Rapids, MI Apr 2018 - Current 6
J.p. Morgan Securities LLC Grand Rapids, MI Apr 2018 - Current 6
Meijer Jenison, MI Dec 2019 - Jun 2020 < 1
Signator Investors, Inc. Grand Rapids, MI Sep 2017 - Apr 2018 < 1
Vantagepointe Financial Group Grand Rapids, MI Sep 2017 - Apr 2018 < 1
P.f. Chang's China Bistro Grand Rapids, MI Nov 2017 - Mar 2018 < 1
Lu Paletta/vpfg Grand Rapids, MI Oct 2017 - Dec 2017 < 1
Twisted Rooster Grand Rapids, MI Oct 2017 - Nov 2017 < 1
Mml Investors Services, LLC Grand Rapids, MI Jul 2017 - Sep 2017 < 1
Mass Mutual Life Insurance Company Grand Rapids, MI Dec 2016 - Sep 2017 < 1
Ronald Mcdonald House Grand Rapids, MI Jul 2014 - Feb 2017 2
Flagstar Bank Fenton, MI Nov 2015 - Dec 2016 1
Outback Steakhouse Brighton, MI Jan 2016 - Nov 2016 < 1
Target Corp. Hartland, MI Oct 2014 - Jan 2015 < 1
Steak N' Shake Grandville, MI Oct 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Heather Armstrong
Phone Number: 800-999-2000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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