Jean A. Heath
Professional summary
Jean A. Heath, who also goes by Jean Anne Heath, Jean Anne Heath-lynch, Jean A. Hempel, Jean Anne Hempel, Jean Anne Lynch, is a registered financial advisor currently at CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS located in Morristown, New Jersey.
Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jean has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jean A. Heath's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 12, 2025 - Present
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
January 15, 2020 - August 26, 2024
ENVESTNET PMC
January 26, 2006 - January 19, 2018
BRINKER CAPITAL INC
September 9, 2005 - January 19, 2018
BRINKER CAPITAL SECURITIES, LLC
Primary Firm SEC Registration
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CRD#: 105674 / SEC#: 801-33554
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/12/2025)
Exams
Current Firm
CLEARSTEAD; HARTLAND & CO., LLC; CLEARSTEAD ADVISORY SOLUTIONS
CRD#: 105674 / SEC#: 801-33554
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,144 |
| AUM (Assets Under Management) | $ 24,294,182,322 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/19/2025 | ||
| 11/27/2024 | ||
| 01/10/2024 |
Red Flags
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