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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Heberling is a financial advisor with over 25 years of experience in the industry. Jeff has been registered with Raymond James & Associates, Inc. since January 2024 and has a broad range of experience in the industry. Prior to joining Raymond James, Jeff worked for RBC Capital Markets, LLC from February 2006 to January 2024. Previously, Jeff was registered with Citigroup Global Markets Inc. and Fidelity Brokerage Services LLC. Jeff is a licensed investment advisor representative in Texas and is also a registered representative in 51 other states and the District of Columbia. Jeff has a strong background in financial planning, portfolio management, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/05/2024 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
02/10/2006 - 01/17/2024
RBC CAPITAL MARKETS, LLC (HOUSTON TX)
TX
09/13/2002 - 02/22/2006
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
RI
08/23/2000 - 10/10/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NJ
09/23/1998 - 08/16/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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