Heather Story, financial advisor Sacramento CA

Heather Story

CRD Number: 3128170
Current Firm: Edward Jones

Heather Story (CRD# 3128170) is an Investment Advisor Representative working at Edward Jones in Sacramento, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2019 - Current 2
Hammer & Nails Grooming Inc. Folsom, CA May 2018 - Jun 2019 1
Wellbiz Brands Inc. Englewood, CO Jan 2017 - Apr 2018 1
Huna Investments Llc (dba Massage Envy) Monterey, CA Mar 2007 - Dec 2017 10
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Blackrock Ventures Llc (orange Theory Fitness) Roseville, CA Aug 2013 - Dec 2015 2
Cal Fit Studio LLC Roseville, CA Aug 2013 - Dec 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Disclosure Information

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
Contact Info for Heather Story
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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, MA, 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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