Vice President
Current
Aug 2024 - Present
AeroLeads people directory · profile
Jake Heckman Email & Phone Number
Fiduciary - Wealth Management
at
Fisher Investments
1 work email found
@fisherinvestments.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Fiduciary - Wealth Management
Location
Dallas, Texas, United States
Company size
Who is Jake Heckman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jake Heckman is listed as Fiduciary - Wealth Management at Fisher Investments, a with 2996 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Jake Heckman.
Jake Heckman previously worked as Vice President at Fisher Investments and Investment Counselor | US Private Client Group at Fisher Investments. Jake Heckman holds Bachelor Of Science (B.S.), Banking, Corporate, Finance, And Securities Law from University Of Missouri-Columbia.
Company email context
Email format at Fisher Investments
This section adds company-level context without repeating Jake Heckman's masked contact details.
jheckman@fisherinvestments.com
79% confidence
AeroLeads found 1 current-domain work email signal for Jake Heckman. Compare company email patterns before reaching out.
Profile bio
About Jake Heckman
Jake Heckman is a Fiduciary - Wealth Management at Fisher Investments. He possess expertise in sales process, marketing, department of transportation, state and local government sales, technical product sales and 22 more skills.
Listed skills include Sales Process, Marketing, Department Of Transportation, State And Local Government Sales, and 23 others.
Current workplace
Jake Heckman's current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher Investments
5 roles · 16 years
Jake Heckman work experience
A career timeline built from the work history available for this profile.
Investment Counselor | Us Private Client Group
Apr 2020 - Aug 2024
Financial Advisor
2017 - 2020
~3 yrs
Regional Account Manager
2014 - 2017
~3 yrs
Sales Intern
2011 - 2014
~3 yrs
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
RV
Ross Von Minden, Cfp®
Colleague at Fisher InvestmentsNashville, Tennessee, United States
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JK
Jitendra Kumar
Colleague at Fisher InvestmentsDelhi, India
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MR
Mubinur Rahman, Cpa
Colleague at Fisher InvestmentsPlano, Texas, United States
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DC
Daniel Castro
Colleague at Fisher InvestmentsDallas, Texas, United States
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MB
Marray Bailey
Colleague at Fisher InvestmentsRichmond, Virginia, United States
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MW
Marcus Williams, Cfp® Cima® Crpc®
Colleague at Fisher InvestmentsColumbus, Ohio, United States
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TF
Tony Falaro
Colleague at Fisher InvestmentsCarlsbad, California, United States
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JS
Joshua Sanders
Colleague at Fisher InvestmentsDallas, Texas, United States
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TE
Todd Ellsworth.
Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States
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KM
Kimberly Minguez
Colleague at Fisher InvestmentsVancouver, Washington, United States
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Ross Von Minden, Cfp®
Colleague at Fisher InvestmentsNashville, Tennessee, United States
View →
JK
Jitendra Kumar
Colleague at Fisher InvestmentsDelhi, India
View →
MR
Mubinur Rahman, Cpa
Colleague at Fisher InvestmentsPlano, Texas, United States
View →
DC
Daniel Castro
Colleague at Fisher InvestmentsDallas, Texas, United States
View →
MB
Marray Bailey
Colleague at Fisher InvestmentsRichmond, Virginia, United States
View →
MW
Marcus Williams, Cfp® Cima® Crpc®
Colleague at Fisher InvestmentsColumbus, Ohio, United States
View →
TF
Tony Falaro
Colleague at Fisher InvestmentsCarlsbad, California, United States
View →
JS
Joshua Sanders
Colleague at Fisher InvestmentsDallas, Texas, United States
View →
TE
Todd Ellsworth.
Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States
View →
KM
Kimberly Minguez
Colleague at Fisher InvestmentsVancouver, Washington, United States
View →
2 education records
Jake Heckman education
Bachelor Of Science (B.S.), Banking, Corporate, Finance, And Securities Law
Education record
FAQ
Frequently asked questions about Jake Heckman
Quick answers generated from the profile data available on this page.
What company does Jake Heckman work for?
Jake Heckman works for Fisher Investments.
What is Jake Heckman's role at Fisher Investments?
Jake Heckman is listed as Fiduciary - Wealth Management at Fisher Investments.
What is Jake Heckman's email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Jake Heckman at Fisher Investments.
Where is Jake Heckman based?
Jake Heckman is based in Dallas, Texas, United States while working with Fisher Investments.
What companies has Jake Heckman worked for?
Jake Heckman has worked for Fisher Investments, Woodbury Financial Services, and Digital Ally Inc..
Who are Jake Heckman's colleagues at Fisher Investments?
Jake Heckman's colleagues at Fisher Investments include Ross Von Minden, Cfp®, Jitendra Kumar, Mubinur Rahman, Cpa, Daniel Castro, and Marray Bailey.
How can I contact Jake Heckman?
You can use AeroLeads to view verified contact signals for Jake Heckman at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Jake Heckman attend?
Jake Heckman holds Bachelor Of Science (B.S.), Banking, Corporate, Finance, And Securities Law from University Of Missouri-Columbia.
What skills is Jake Heckman known for?
Jake Heckman is listed with skills including Sales Process, Marketing, Department Of Transportation, State And Local Government Sales, Technical Product Sales, Microsoft Word, Microsoft Excel, and Microsoft Exchange.
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