Jeffrey HeimstaedtCRD Number: 732695
Current Firm: Wells Fargo Clearing Services, LLC
Jeffrey Heimstaedt (CRD# 732695) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Irvine, CA and has over 34 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Wells Fargo Clearing Services, LLC||Los Angeles, CA||Nov 2016 - Current||5|
|Wells Fargo Advisors, LLC||Los Angeles, CA||Nov 2014 - Nov 2016||2|
|Oppenheimer & Company Inc.||Newport Beach, CA||Mar 2008 - Nov 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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