Heather Foster
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
West Plains, MO 65775
Credentials
CFP®, Series 66
Industry experience
6 years
Heather Foster is a CFP®-designated financial advisor at Edward Jones with six years of industry experience. She has been with Edward Jones since 2019 and previously worked at Missouri State University-West Plains and served for ten years with the U.S. House of Representatives for Jason Smith. Outside of advising, she is registered as a consultant for a skin care company and has interests related to undeveloped land and her spouse's sports memorabilia business. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
308 Kentucky Avenue Suite 3
West Plains, MO 65775
Missouri · Texas
Edward Jones
2019 - Present (7 years)
Missouri State University-West Plains
2018 - 2019 (1 year)
U.S. House of Representatives - Jason Smith
2008 - 2018 (10 years)
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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