J.p. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
32yrs
John Heisel
Full name on record: John K Heisel
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
John Heisel is a fiduciary financial advisor in Los Angeles, California, with 32 years in the industry. John joined Merrill Lynch, Pierce, Fenner & Smith in 1997, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill Lynch, Pierce, Fenner & Smith reports being paid through a percentage of assets, flat fees, and commissions.
One of 3121 advisors with offices in Los Angeles, and one of 2891 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 11% by experience in Los Angeles
Office2049 Century Park E Pbig - Century City, Los Angeles, CA 90067
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1997 – now
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for John Heisel. John works from the Los Angeles, CA office.
How long has John been a financial advisor?
John has been in the industry since 1995, about 32 years. Top 11% by experience in Los Angeles.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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