Jacob Heeren (CRD# 7267422) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wheat Ridge, CO and has over 2 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2022 - Current | 2 |
| Cambridge Investment Research Inc. | Fairfield, IA | Jul 2021 - Current | 2 |
| Cambridge Investment Research Inc. | Fairfield, IA | Apr 2021 - Current | 3 |
| Strategic Partners' Financial Group | Wichita, KS | Apr 2021 - Current | 3 |
| University Of Kansas | Lawrence, KS | Jan 2021 - May 2021 | < 1 |
| Food For Thought Catering, LLC | Lawrence, KS | Sep 2018 - May 2021 | 2 |
| University Of Kansas | Lawrence, KS | Aug 2017 - May 2021 | 3 |
| Baxter And Associates | Wichita, KS | Jun 2020 - Jul 2020 | < 1 |
| Hopper's Glass | Wichita, KS | Jun 2020 - Jul 2020 | < 1 |
| Surf Style | Orange Beach, AL | May 2013 - Aug 2019 | 6 |
| Freddy's Frozen Custard | Olive Branch, MS | May 2018 - Aug 2018 | < 1 |
| Genesis Health Clubs | Wichita, KS | May 2015 - Jul 2017 | 2 |
| Diva Furniture | Wichita, KS | Jan 2016 - May 2017 | 1 |
| Kapaun Mt. Carmel Catholic High School | Wichita, KS | Aug 2014 - May 2017 | 2 |
| Unemployed - Attending School | Wichita, KS | Jan 2010 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- CO
- KS
- TX
- WY
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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