Jessica Heath (CRD# 5867458) is an Investment Advisor Representative working at Legacy Capital Wealth Partners, LLC in Little Rock, AR and has over 9 years of experience in the finance industry.
CRD# 1465724
Bok Financial Advisors
CRD# 4358121
Stifel, Nicolaus & Company, Incorporated
CRD# 4717379
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | Little Rock, AR | Dec 2020 - Current | 3 |
| Trent Capital Management, Inc. | Little Rock, AR | Apr 2015 - Dec 2020 | 5 |
| Arvest Asset Management | Little Rock, AR | Nov 2010 - Apr 2015 | 4 |
| Arvest Bank | Little Rock, AR | Mar 2007 - Apr 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- AR
-
Total Assets Under Management1,128MILLIONS
-
Total Number of Accounts2,360ACCOUNTS
-
Average Account Value$478,016
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, IL, LA, MS, TX
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.