James Stephen Heimler is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with BALLAST ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BALLAST ADVISORS, LLC | 2025-02-07 | present | Yes |
| GRADIENT ADVISORS, LLC | 2017-05-30 | 2023-05-08 | — |