Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Linn Heartfield is a financial professional with over 28 years of experience in the financial services industry. Edward is currently registered with J.P. Morgan Securities LLC in Dallas, TX. Edward is a licensed investment advisor with a Series 7, Series 3, and Series 63 license. Prior to joining J.P. Morgan Securities LLC, Edward worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Legg Mason Wood Walker, Incorporated. Edward specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Edward has a broad range of experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, labor unions, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
03/15/2019 - Present
J.p. Morgan Securities LLC (DALLAS TX)
TX
01/02/2009 - 03/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
09/03/2004 - 01/21/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
01/17/2003 - 10/04/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
07/21/1997 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/02/2001 - 09/16/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
MD
05/27/1993 - 08/05/1997
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 06/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1992
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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