Jaxon N Heinz
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Jaxon N Heinz? Claim your profile
Contact this firm
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
14 years in the industry.
- Edward JonesJul 2024 to now
- Carroll Community School DistrictAug 2021 to Jun 2024
- Belmond-klemme Community School DistrictAug 2020 to Aug 2021
- Humboldt Country ClubMay 2018 to Aug 2018
- University of Northern IowaAug 2017 to Dec 2019
- StudenAug 2017 to May 2018
- Humboldt Country ClubMay 2017 to Aug 2017
- Iowa Central Community CollegeJan 2017 to Aug 2017
- Northwestern CollegeJun 2015 to Dec 2016
- Self EmployedApr 2012 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 7953669
- Firm CRD
- 250