Jesirae Heuer

Jesirae Heuer is currently employed as a Broker and/or Investment Adviser at EDWARD JONES located at 5725 WINDY DRIVE STE C, STEVENS POINT, WI, 54482-8499.

Jesirae Heuer has worked at EDWARD JONES since June 20, 2012

Disclosure History

Jesirae Heuer has 1 Disclosure Event(s).

Date: February 22, 2016
Category: Customer Dispute
Allegations: Client claims he received poor advice from the financial advisor and was not properly informed of the taxes and penalties associated with the surrender of a Riversource Annuity in April 2015.
Damage Amount Requested: $9,071.00
Settlement Amount: $2,687.00
Broker Comment: Based on the firm's review, the client's claim was settled in the amount of $2,687.00. The financial advisor did not contribute to the settlement.

More Information

All individuals registered to sell securities or provide investment advice are required to disclose customer complaints and arbitrations, regulatory actions, employment terminations, bankruptcy filings and criminal or civil judicial proceedings.

A disclosure includes information about customer disputes, disciplinary events and financial matters on the broker's record as reported by securities regulators, the individual broker, and any involved firms. Some of these items may involve pending actions or allegations that have not been resolved or proven. The presence of a disclosure does not automatically indicate any wrongdoing.

BrokerCheck is the source of the data included in this Report. The data was compiled on June 29, 2018.

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