John W. Heidelberg

MAG CAP

RIDGELAND, MS 39157

Some features on this profile are disabled

CRD#: 6821797

Professional summary

John Woodliff Heidelberg, who also goes by Jack Heidelberg, is a registered financial advisor currently at MAG CAP located in Ridgeland, Mississippi.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 5 firms and has passed the Series 66, Series 52TO, Series 3, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Heidelberg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sadleberg Properties, LLC; Not investment related.; 105 Reserve Crossing, Madison, MS 39110; Real estate investment properties.; Owner; 04/2025; 5/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Woodliff Heidelberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 13, 2023 - Present

MAG CAP

Office #1: 1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157

RIA

CRD#: 298398

RIDGELAND, MS

Past

November 30, 2021 - January 23, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

JACKSON, MS

Past

November 29, 2021 - January 23, 2023

LPL FINANCIAL LLC

CRD#: 6413

JACKSON, MS

Past

December 3, 2020 - December 9, 2021

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

Past

March 22, 2018 - December 9, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

New York, NY

Past

March 22, 2018 - December 9, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

New York, NY

Past

August 24, 2017 - October 12, 2017

&PARTNERS

RIA

CRD#: 3767

NASHVILLE, TN

Past

June 26, 2017 - October 12, 2017

&PARTNERS

CRD#: 3767

NASHVILLE, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAG CAP

CRD#: 298398 / SEC#: 801-114023

RIA

Registered Investment Advisory firm - (9/21/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Mississippi
(1/13/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/18/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/11/2020

Municipal Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 2/15/2019

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/2017

General Securities Representative Examination

Current Firm

MAG CAP

CRD#: 298398 / SEC#: 801-114023

RIA

Registered Investment Advisory firm - (9/21/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1076 Highland Colony Parkway Suite 291, Ridgeland, MS 39157

Mailing Address

Phone number

(601) 362-5872

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAG CAP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	3,743
AUM (Assets Under Management)	$ 1,482,714,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Rebecca Schneeberger

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Ridgeland, MS

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John W. Heidelberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Woodliff Heidelberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UBS SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

&PARTNERS

&PARTNERS

Primary Firm SEC Registration

MAG CAP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2017

Series 52TO

Date: 1/11/2020

Series 3

Date: 2/15/2019

SIE

Date: 10/1/2018

Series 7

Date: 6/26/2017

Current Firm

MAG CAP

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAG CAP

TRUST BUT VERIFY

Similar Advisors