Heidi C Hebert
Investment adviser representative at Edward Jones
13 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed 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
13 years in the industry.
- Edward JonesJul 2023 to now
- Investment Distributors, Inc.Jan 2022 to May 2023
- Protective LifeMay 2018 to Jul 2023
- Cetera Investment Services LLCAug 2017 to Jul 2018
- Liberty MutualOct 2016 to May 2018
- Concourse Financial Group Securities (fka Proequities)Sep 2014 to Jan 2022
- Questar Capital CorporationAug 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NH).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 5655172
- Firm CRD
- 250