Jacob R. Heisler is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with BEACON POINTE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | 2020-01-30 | present | Yes |
| BEACON POINTE WEALTH ADVISORS, LLC | 2020-01-30 | 2020-04-27 | — |
| VERSANT CAPITAL MANAGEMENT, INC. | 2018-06-06 | 2019-10-03 | — |