Jackson Heinlen
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Edward JonesSep 2026 to now
- Equitable AdvisorsNov 2025 to Aug 2026
- UnemployedOct 2025 to Nov 2025
- Tru FcuJun 2025 to Oct 2025
- University Village At ClemsonAug 2024 to Jun 2025
- Greenwood Municipal FcuMay 2024 to Aug 2024
- University Village At ClemsonFeb 2024 to May 2024
- Greenwood Municipal FcuMay 2023 to Aug 2023
- Your PieJan 2023 to May 2023
- Greenwood Municipal FcuMay 2022 to Aug 2022
- Clemson UniversityAug 2021 to Dec 2024
- FireflyApr 2021 to Aug 2021
- Grand Traverse YmcaJul 2019 to Apr 2021
- UnemployedOct 2015 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 8174604
- Firm CRD
- 250