Jeffrey Heimstaedt
Jeffrey Heimstaedt is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 45 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5 Park Plaza 19th & 20th Fls, [Lt/Sb/Sg-Rbo], Irvine, CA, 92614
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2008Employment Separation After Allegations
March 2008Customer Dispute
December 2001Customer Dispute
March 1999Customer Dispute
October 1990Other Business Activities
Jeffrey is the owner of a web cam business and multiple rental properties, some co-owned with his spouse. He dedicates minimal time to these activities, primarily for consultation and operation of the rental properties.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 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.
Exams
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