James David Heidt
Investment adviser representative at Archer Investment Corporation
9 yearsExperience
1 stateRegistered in
$1BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Archer Investment CorporationJul 2024 to now
- Heidt Family Educational TrustMay 2014 to now
- Burril CpaApr 2023 to May 2023
- Accumulus AdvisorsMay 2022 to Mar 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (HI).
Archer Investment Corporation
$1BAssets managed
4,335Clients
77Advisers
21 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
- 7950947
- Firm CRD
- 136403