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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.

  1. Archer Investment CorporationJul 2024 to now
  2. Heidt Family Educational TrustMay 2014 to now
  3. Burril CpaApr 2023 to May 2023
  4. 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
Advisor's SEC record (opens in a new tab)
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