Heath Cornick is a registered investment advisor at Edward Jones, based in Newberg, OR, with 16 years of industry experience. Heath operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
2510 Portland Rd Suite C, Newberg, OR, 97132
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Regulatory History (1)
Criminal
October 1997Other Business Activities
Heath is a silent partner in Structure Northwest LLC, a construction company, since 2001, requiring minimal time. He also works as a community education instructor at Portland Community College since 2012, teaching finance and investing a few hours per week, and is a member of Paper Crane LLC since 2022, established to lease commercial storage space, requiring minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Edward Jones
Edward Jones
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.