Jean A. Heath
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
29 yearsExperience
1 stateRegistered in
$33.9BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Clearstead; Clearstead Advisory SolutionsJun 2025 to now
- Clearstead Advisory SolutionsOct 2024 to now
- Envestnet Asset Management, Inc.Feb 2018 to Oct 2024
- Brinker Capital Securities, Inc.Jul 1997 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Clearstead; Clearstead Advisory Solutions
Legal name: Clearstead Advisors, LLC
$33.9BAssets managed
4,819Clients
64Advisers
37 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
- 4476433
- Firm CRD
- 105674