Jarrett Steven Heck
Investment adviser representative at Choreo, LLC
16 yearsExperience
1 stateRegistered in
$19.1BFirm assets
14 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Choreo, LLCAug 2026 to now
- Harbour Investments, IncFeb 2026 to Aug 2026
- Nuvista Capital ManagementMay 2019 to Aug 2026
- Wesley WillowsAug 2010 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Choreo, LLC
$19.1BAssets managed
6,891Clients
149Advisers
14 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
- 7123284
- Firm CRD
- 111221