Jonathan Heines

Principal at NewEdge Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area
Skills

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Bio

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Credentials

  • Series 7, 66, 9, 10, 24
    FINRA (Financial Industry Regulatory Authority)
    Apr, 2016
    - Nov, 2024
  • **Registered States** AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
    FINRA

Experience

  • NewEdge Wealth
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Principal
      • Feb 2023 - Present

    • Vice President
      • Jun 2021 - Feb 2023

      NewEdge Wealth is an RIA that specializes in UHNW clients and advisors. Providing high impact, high touch client service to fulfill the needs of our clientele.• Investments• Products & Platform• Recruiting & Advisor Transitions• External Relationship Management (Vendors, Funds / IR teams)• Contract negotiation

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Director - New York Private Wealth Management
      • Apr 2017 - May 2021

      Member of NY PWM management team, the largest complex at UBS by revenue & AUM

    • Director - Divisional Business Strategist, Private Wealth Management
      • Sep 2015 - Apr 2017

    • Associate Director - Finance Business Partner Wealth Management Products & Solutions
      • Jan 2014 - Sep 2015

      Wealth Management Americas - Products and AnalyticsFinance contact for UBS Investment Products & Solutions P&L review with various product groups (e.g. Managed Accounts, UBS Discretionary Mandates, Mutual Funds & Alternative Investments)Budgeting & forecasting for specific business unitsRevenue, asset and net new money tracking

  • Barclays Corporate & Investment Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant VP - Broker / Dealer Controller
      • May 2009 - Dec 2013

      Controller for Barclay's Broker/Dealer Controller for Barclay's Broker/Dealer

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Analyst - Funding Product Control
      • Jan 2007 - Dec 2008

      Product Controller for the Debt Team within the Funding Group. Focus on Goldman issued debt, as well as hedging instruments such as interest rate swaps and cross currency swaps. Worked closely with Treasury and FX desk. FAS 133 Long Haul Accounting Product Controller for the Debt Team within the Funding Group. Focus on Goldman issued debt, as well as hedging instruments such as interest rate swaps and cross currency swaps. Worked closely with Treasury and FX desk. FAS 133 Long Haul Accounting

  • BDO USA
    • United States
    • Accounting
    • 700 & Above Employee
    • Audit Associate
      • Oct 2004 - Dec 2006

      Audit, Sarbanes Oxley, analyze Financial Statements Audit, Sarbanes Oxley, analyze Financial Statements

Education

  • University of Maryland
    BA
    1998 - 2002
  • Hofstra University
    MBA
    2002 - 2004
  • New York University
    Masters Level Graduate Certificate
    2013 - 2013

Community

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