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Joshua Charles Heron

Pacific Select Distributors, LLC

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About Joshua Charles Heron

Joshua Charles Heron is a registered representative of Pacific Select Distributors, LLC. Joshua has been in the securities industry since July 21, 2000. He has been registered with the firm since January 9, 2013, and previously held registrations with HARTFORD EQUITY SALES COMPANY INC. and P.J. ROBB VARIABLE CORPORATION. Joshua holds the Series 7, Series 31 and Series 66 licenses.

Firm Information

Joshua Heron is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

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.

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Joshua Heron’s Registration & Firm History

CA

01/09/2013 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

CT

03/29/2012 - 11/30/2012

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

TN

02/25/2010 - 02/07/2012

P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)

CT

05/18/2001 - 01/08/2010

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

NY

09/22/1999 - 11/30/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/18/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 09/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Charles Heron.
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