This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WELLS FARGO ADVISORS

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Nov 18, 2015

First registration

Dec 11, 2015

Dual registered

yes, broker-dealer

Other names

JONATHAN HECK

IAPD individual key

6564951

• Occurred

  Jun 2, 2022
  Advisor changed firm

  Jonathan Russell Heck left Mutual Of Omaha Investor Services, Inc. for Wells Fargo Advisors (registered 2022-06-06)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6331ba9f-5cd7-61e8-9811-ad6a0f72d309

First observed

Dec 11, 2015

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.