Jeffrey Heeder (CRD# 1123177) is an Investment Advisor Representative working at Morgan Stanley in Savannah, GA and has over 28 years of experience in the finance industry. Jeffrey Heeder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Savannah, GA | Feb 2023 - Current | 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Feb 2023 - Current | 1 |
| Bank Of America, N.a. | Savannah, GA | May 2015 - Feb 2023 | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah, GA | Mar 2015 - Feb 2023 | 7 |
| Unemployed | Savannah, GA | Aug 2014 - Mar 2015 | < 1 |
| Suntrust Investment Services | Atlanta, GA | Aug 2004 - Aug 2014 | 10 |
| Suntrust Bank | Savannah, GA | Jul 2004 - Aug 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2001 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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- Educational seminars/workshops
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