Christine Heilmann
Also appears in the source record as: Christine Renee Heilmann; Chris Mahood; Christine Renee Mahood
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (8)
- Series 52TOSeries 99TOSIESeries 7Series 53Series 24Series 66Series 63
- Registered states (1)
- Ohio
- Years in the industry (source record)
- 28
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (10)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
Chase Investment Services Corp.Columbus, OH · IA capacityFeb 20, 2007 → Oct 1, 2012
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Chase Investment Services Corp.Columbus, OH · BC capacityMay 1, 2006 → Oct 1, 2012
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Investors Brokerage Services, Inc.Elgin, IL · BC capacityFeb 7, 2006 → Apr 27, 2006
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Banc One Securities CorporationChicago, IL · BC capacityApr 2, 2004 → Jul 6, 2005
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One Group Dealer Services, Inc.Columbus, OH · BC capacityJan 23, 2001 → Jan 21, 2004
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One Group Services Company (The)Brooklyn, OH · BC capacityApr 10, 2000 → Dec 31, 2000
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The Lincoln National Life Insurance CompanyFort Wayne, IN · BC capacityJan 28, 1998 → Sep 8, 1998
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Lincoln Financial Advisors CorporationFort Wayne, IN · BC capacityJan 28, 1998 → Sep 8, 1998
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.