Raymond James Financial Services Advisors
15yrs
15 years in the industry
New
Heather Palmer is a fiduciary financial advisor in Continental, Ohio, registered since Sep 2026. Heather joined Edward Jones in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
OfficeContinental, OH
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowEdward JonesCurrent firm
Contact Heather
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Heather. Continental, OHOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Heather
Tailored to Heather’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Heather
How do I contact Heather?
Call Edward Jones at (314) 515-2000 and ask for Heather Palmer. Heather works from the Continental, OH office.
How long has Heather been a financial advisor?
Heather is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Heather hold?
Series 66. Tap any license on this page to see what it allows.
Is Heather a fiduciary?
Heather is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Heather paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Heather 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.