Jason HeffnerCRD Number: 4557345
Current Firm: Principal Securities, Inc.
Jason Heffner (CRD# 4557345) is an Investment Advisor Representative working at Principal Securities, Inc. in Overland Park, KS and has over 14 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Heffner Financial Partners||Olathe, KS||Oct 2015 - Current||1|
|Princor Financial Services||Kansas City, MO||Jun 2002 - Current||15|
|Principal Life Ins Co||Kansas City, MO||Jun 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2005|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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