Jackson Heinlen
Financial advisor at Edward Jones · St. Louis, MO
Last updated 2026-10-10
Claim your profileJackson Heinlen is a financial advisor at Edward Jones in St. Louis, MO, CRD 8174604. Licenses and exams on the registration: Series 66. IAPD registration began 2025-12-03.
Registration
- CRD number
- 8174604
- Registration status
- Active
- IAPD registration
- 2025-12-03
- Industry Experience
- 0 years
- Work Experience
- 11 years
- States registered
- GA, TX
Licenses and exams
- Series 66
Work history
- 2019-07 to 2021-04 · Grand Traverse Ymca · Traverse City, MI
- 2021-04 to 2021-08 · Firefly · Traverse City, MI
- 2022-05 to 2022-08 · Greenwood Municipal Fcu · Greenwood, SC
- 2022-09 to 2023-01 · Clemson University · Clemson, SC
- 2015-10 to 2019-07 · Unemployed · Traverse City, MI
- 2023-01 to 2023-05 · Your Pie · Clemson, SC
- 2023-05 to 2023-08 · Greenwood Municipal Fcu · Greenwood, SC
- 2024-05 to 2024-08 · Greenwood Municipal Fcu · Greenwood, SC
- 2021-08 to 2024-12 · Clemson University · Clemson, SC
- 2024-02 to 2024-05 · University Village At Clemson · Central, SC
- 2024-08 to 2025-06 · University Village At Clemson · Central, SC
- 2025-06 to 2025-10 · Tru Fcu · Greenwood, SC
- 2025-10 to 2025-11 · Unemployed · Greenwood, SC
- 2025-11 to 2026-08 · Equitable Advisors · New York, NY
- 2026-09 to Present · Edward Jones · St. Louis, MO
Current employment
- Edward Jones · St. Louis, MO
Edward Jones
- Regulatory AUM
- $1,013,608,323,988
- Registered advisors
- 24,147
- Offices
- 15,412
- Clients per advisor
- 168.5 (High)
- Average AUM per client
- $249.1K (Low)
- High-net-worth client ratio
- 9.2% (Low)
Edward Jones: advisors, services and reported ETF investments
About
Jackson Heinlen is a financial advisor at Edward Jones in St. Louis, MO. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Equitable Advisors, Unemployed, Tru Fcu, University Village At Clemson, among others.
Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Edward Jones on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
Location
12555 Manchester Road, St. Louis, MO 63131
2,410 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Jackson Heinlen?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.