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Jack Albert Heil

Lombard Advisers Inc.

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About Jack Albert Heil

Jack Albert Heil is a financial advisor with over 20 years of experience in the industry. Jack has been registered with Lombard Advisers Inc. since May 2019, and previously worked with HD VEST INVESTMENT SERVICES and CAPITAL INVESTMENT GROUP, INC. Jack is licensed to provide advisory services in Arizona, Florida, North Carolina, South Carolina, Texas and Virginia. Jack is a Certified Public Accountant (CPA), Certified Fraud Examiner (CFF), and Personal Financial Specialist (PFS).

Firm Information

Jack Heil is currently registered with Lombard Advisers Inc.. Lombard Advisers Inc. is an investment advisor based in Baltimore, MD. The firm provides portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lombard Advisers Inc. has approximately $366 million in regulatory assets under management.
Lombard Advisers Inc.

1820 LANCASTER ST

BALTIMORE, MD 21231

$366.42M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Heil’s Registration & Firm History

NC

05/06/2019 - Present

Lombard Advisers Inc. (Charlotte NC)

NC

05/23/2006 - 05/03/2019

HD VEST INVESTMENT SERVICES (CHARLOTTE NC)

NC

10/15/2001 - 05/31/2006

CAPITAL INVESTMENT GROUP, INC. (CHARLOTTE NC)

NY

12/20/2000 - 10/30/2001

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Albert Heil.
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