Heidi Reif-Jones
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Heidi Reif-Jones is an investment adviser representative with LPL Financial LLC in Boonsboro, MD, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 4 firms, including Cetera Investment Advisers LLC and Cetera Advisor Networks LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Maryland.
Registrations & licenses
- Investment adviser:
- Maryland
- Broker:
12 states and territories
Delaware, Florida, Georgia, Indiana, Maryland, New Jersey, Ohio, Pennsylvania, South Carolina, Utah, Vermont, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesSep 2021 – Feb 2022St Louis, MO
- JMA AdjustmentJan 2017 – Sep 2021Frederick, MD
- LIFTAug 2019 – Oct 2019Frederick, MD
- UberAug 2019 – May 2020Frederick, MD
- Wells Fargo Home MortgageFeb 2008 – Sep 2021Frederick, MD
- Cetera Wealth Services, LLCFeb 2022 – Aug 2025El Segundo, CA
- Sequoia Wealth Solutions LLCDec 2022 – no end date reportedReading, PA
- Cetera Investment Advisers LLCJun 2023 – Aug 2025Schaumburg, IL
- LPL FinancialAug 2025 – no end date reportedBoonsboro, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
View full firm profileOther advisors at LPL Financial LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Heidi Reif-Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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