Jonathan Heim (CRD# 7544883) is an Investment Advisor Representative working at Principal Advised Services in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
CRD# 4205168
The Financial Legacy Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Advised Services | Charlotte, NC | Oct 2023 - Current | < 1 |
| Principal Securities Inc. | Charlotte, NC | May 2022 - Current | 2 |
| Principal Life Insurance Company | Charlotte, NC | Mar 2022 - Current | 2 |
| Parking Management Services | Charlotte, NC | Feb 2022 - Apr 2022 | < 1 |
| Angel Oak Home Loans LLC | Charlotte, NC | Aug 2021 - Mar 2022 | < 1 |
| Unemployed | Na, XX | Mar 2021 - Aug 2021 | < 1 |
| Angel Oak Home Loans | Charlotte, NC | Mar 2021 - Aug 2021 | < 1 |
| Parking Management Services | Charlotte, NC | Aug 2020 - Apr 2021 | < 1 |
| Uncc | Charlotte, NC | Aug 2016 - Dec 2020 | 4 |
| Parking Management Company | Charlotte, NC | Sep 2019 - Mar 2020 | < 1 |
| Parking Management Company | Charlotte, NC | May 2017 - Sep 2019 | 2 |
| Autobell Car Wash | Hendersonville, NC | Apr 2014 - Aug 2016 | 2 |
| Veritas Christian Academy | Fletcher, NC | Aug 2014 - May 2016 | 1 |
| North Henderson High School | Hendersonville, NC | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- NC
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Total Assets Under Management569MILLIONS
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Total Number of Accounts11,801ACCOUNTS
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Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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