linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeremy Bradford Heck

Great Point Capital LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeremy? Claim Your Profile

About Jeremy Bradford Heck

Jeremy Bradford Heck is a financial advisor currently registered with Great Point Capital LLC, located in Austin, TX. Jeremy has been in the financial services industry since 2005. Prior to joining Great Point Capital LLC, Jeremy worked at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Chase Investment Services Corp., The Leaders Group, Inc. and H&R Block Financial Advisors, Inc. Jeremy holds the following licenses: Series 7, Series 31, Series 63, Series 65, SIE and Series 57TO.

Firm Information

Jeremy Heck is currently registered with Great Point Capital LLC. Great Point Capital LLC is a Limited Liability Company that was formed on August 17, 2000. The firm is registered to do business in all 50 states, as well as the District of Columbia. They have one SEC registration and have been the subject of 11 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

83

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeremy Heck’s Registration & Firm History

TX

01/29/2020 - Present

Great Point Capital LLC (AUSTIN TX)

TX

05/16/2013 - 02/23/2018

BBVA SECURITIES INC. (KINGWOOD TX)

TX

12/23/2011 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (KINGWOOD TX)

TX

03/17/2010 - 12/01/2011

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

CO

08/30/2006 - 03/09/2010

THE LEADERS GROUP, INC. (LITTLETON CO)

TX

03/22/2005 - 09/13/2006

H&R BLOCK FINANCIAL ADVISORS, INC. (HOUSTON TX)

CA

05/17/2004 - 12/16/2004

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

IL

11/26/2002 - 01/14/2004

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

Not sure if Jeremy Bradford Heck is right for you?

Licenses & Designations

IA

Issued 01/17/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2024

Series 57TO - Securities Trader Exam

BC

Issued 02/23/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 11/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

Disclosures

There are no public disclosures for Jeremy Bradford Heck.
Not sure if Jeremy Bradford Heck is right for you?