Heacock & Jones Financial Services, Inc.

Heacock & Jones Financial Services, Inc. (CRD# 115762) is a financial advisory firm headquartered in Dubuque, IA. They manage $349,160,157 in 484 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $721,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, IA, IL, MN, TX, WI

Financial Advisors at Heacock & Jones Financial Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Gary L. Breitbarth
CRD#: 3087498
Onawa, IA

Gary Breitbarth (CRD# 3087498) is an Investment Advisor Representative working at Heacock & Jones Financial Services, Inc. in Onawa, IA and has over 22 years of experience in the finance industry.

2
Eric A. Flores
CRD#: 6719489
1545 Associates Drive, Suite 102, Dubuque, IA 52002

Eric Flores (CRD# 6719489) is an Investment Advisor Representative working at Heacock & Jones Financial Services, Inc. in Dubuque, IA and has over 3 years of experience in the finance industry.

3
Paul J. Heacock
CRD#: 1776864
1545 Associates Drive, Suite #102, Dubuque, IA 52002

Paul Heacock (CRD# 1776864) is an Investment Advisor Representative working at Heacock & Jones Financial Services, Inc. in Dubuque, IA and has over 31 years of experience in the finance industry.

4
Sharon K. Kluesner
CRD#: 4467002
1545 Associates Drive, Suite #102, Dubuque, IA 52002

Sharon Kluesner (CRD# 4467002) is an Investment Advisor Representative working at Heacock & Jones Financial Services, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.

5
Douglas D. Koopmann
CRD#: 2467030
1545 Associates Drive, Suite 102, Dubuque, IA 52002

Douglas Koopmann (CRD# 2467030) is an Investment Advisor Representative working at Heacock & Jones Financial Services, Inc. in Dubuque, IA and has over 26 years of experience in the finance industry.

6
Regan M. Takes
CRD#: 7051573
1545 Associates Drive, Suite 102, Dubuque, IA 52002

Regan Takes (CRD# 7051573) is an Investment Advisor Representative working at Heacock & Jones Financial Services, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.

7
Jenna M. Walleser
CRD#: 7188086
1545 Associates Drive, Suite 102, Dubuque, IA 52002

Jenna Walleser (CRD# 7188086) is an Investment Advisor Representative working at Heacock & Jones Financial Services, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.

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