Jack A. Heil
Investment adviser representative at Planmember Securities Corporation
37 yearsExperience
2 statesRegistered in
PFSDesignation
$10.1BFirm assets
Are you Jack A. Heil? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- Planmember Securities CorporationMay 2025 to now
- Jack A. Heil (self Employed)Oct 2013 to now
- Jack A. Heil, CpaSep 1989 to now
- Lombard Advisers IncorporatedApr 2019 to May 2025
- Lombard Securities IncorporatedApr 2019 to May 2025
- H.D. Vest Advisory ServicesJul 2006 to Apr 2019
- H.D. Vest Investment ServicesMay 2006 to Apr 2019
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4255539
- Firm CRD
- 11869