Carolyn HegerCRD Number: 6643259
Current Firm: Edward Jones
Carolyn Heger (CRD# 6643259) is an Investment Advisor Representative working at Edward Jones in St. Louis, MO and has over 3 years of experience in the finance industry.
Cutter & Company, Inc.
Fidelity Personal And Workplace Advisors
|Edward Jones||St Louis, MO||Jun 2018 - Current||3|
|University Of Missouri||Columbia, MO||Mar 2018 - May 2018||< 1|
|Edward Jones||St. Louis, MO||Sep 2017 - Mar 2018||< 1|
|University Of Missouri||Columbia, MO||Aug 2017 - Sep 2017||< 1|
|Edward Jones||St. Louis, MO||Jun 2017 - Aug 2017||< 1|
|University Of Missouri||Columbia, MO||Aug 2016 - May 2017||< 1|
|Edward Jones||St. Louis, MO||May 2016 - Aug 2016||< 1|
|University Of Missouri||Columbia, MO||Aug 2015 - May 2016||< 1|
|St. Louis Business Journal||St. Louis, MO||May 2015 - Aug 2015||< 1|
|University Of Missouri||Columbia, MO||Aug 2014 - May 2015||< 1|
|St. Louis Business Journal||St. Louis, MO||Jun 2014 - Aug 2014||< 1|
|The Lodge Des Peres||St. Louis, MO||Jun 2014 - Jul 2014||< 1|
|University Of Missouri||Columbia, MO||Aug 2013 - May 2014||< 1|
|St. Louis Business Journal||St. Louis, MO||Jun 2013 - Aug 2013||< 1|
|The Lodge Des Peres||St. Louis, MO||Jun 2013 - Jul 2013||< 1|
|St. Joseph's Academy||St. Louis, MO||Aug 2012 - May 2013||< 1|
|St. Louis Business Journal||St. Louis, MO||Jun 2012 - Jul 2012||< 1|
|St. Joseph's Academy||St. Louis, MO||Aug 2009 - May 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2018|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- 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, 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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