JH
JH

Jonathan Heitner

45 Years of Experience
St Louis, MO
Broker

Jonathan Heitner is a registered investment advisor at Raymond James & Associates, INC., based in St Louis, MO, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

9900 Clayton Road, St Louis, MO, 63124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 11 mos
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2018 · 10 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
February 1999 - January 2008 · 8 yrs 11 mos
The Heitner CorporationBroker
April 1984 - February 1999 · 14 yrs 10 mos
Heitner Equities, INC.Broker
March 1981 - May 1985 · 4 yrs 2 mos
The Heitner CorporationBroker
December 1980 - April 1981 · 4 mos
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jonathan Heitner - Financial Advisor | TrueAdvisor