John Heidelberg (CRD# 6821797) is an Investment Advisor Representative working at Mag Cap in Jackson, MS and has over 6 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jwhmagcap, LLC | Jackson, MS | Mar 2023 - Current | 1 |
| Mag Cap, LLC | Jackson, MS | Jan 2023 - Current | 1 |
| Lpl Financial LLC | Jackson, MS | Nov 2021 - Jan 2023 | 1 |
| Ubs Financial Services Inc. | Weehawken, NJ | Nov 2019 - Nov 2021 | 2 |
| Ubs Financial Services Inc. | Franklin, TN | Mar 2018 - Nov 2019 | 1 |
| Ubs Financial Services Inc. | Franklin, TN | Dec 2017 - Mar 2018 | < 1 |
| Wileybros Aintree Capital LLC | Nashville, TN | Jun 2017 - Oct 2017 | < 1 |
| Mississippi State | Starkville, MS | Aug 2013 - Aug 2017 | 4 |
| The Omega Group | Ridgeland, MS | May 2016 - Aug 2016 | < 1 |
| Adidas | Starkville, MS | Oct 2014 - May 2015 | < 1 |
| Fresh Cut Catering | Flowood, MS | May 2010 - Aug 2014 | 4 |
| Heidelberg Harman LLC | Ridgeland, MS | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MS
-
Total Assets Under Management1,148MILLIONS
-
Total Number of Accounts3,008ACCOUNTS
-
Average Account Value$381,782
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CO, FL, GA, LA, MI, MS, NC, TN, TX
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