Roy Jason Heiken

Advisor at Edward Jones — Youngsville, LA Prescott Blvd

Updated today

Credentials

CFP®, Series 66

Experience

7 years

Location

Youngsville, LA 70592-6605

Edward Jones logo

Edward Jones

Institution

Total advisors

24,140

Across 14,132 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Roy Heiken is a financial advisor with Edward Jones in Youngsville, LA. He holds the CFP® designation and Series 66 license and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at PepsiCo Frito Lay for one year and Walgreens for 23 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$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)

Other

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.

Location

See office

Youngsville, LA Prescott Blvd

201 Prescott Blvd, Suite 202

Youngsville LA 70592-6605

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

7 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Pepsico Frito Lay

2018 - 2018 • 1 year

Lafayette, LA

Walgreens

1995 - 2018 • 23 years

Lafayette, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Cannon G

Series 65

Lafayette, LA

W&S BROKERAGE Services, Inc.

Cannon Glass is an advisor at W&S Brokerage Services, Inc. with a Series 65 credential and no prior industry experience. His work history includes roles across various sectors such as banking, retail, and food service before joining W&S Brokerage Services and Western & Southern Life in 2026. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary allocation process through its W&S Wealth Solutions wrap fee program, serving individuals, trusts, retirement plans, and other entities with investment options including affiliated and unaffiliated mutual funds and ETFs.

ESG / Sustainable investing Tax-loss harvesting
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Dexter L

Series 65

Lafayette, LA

Horizon Capital Management, Inc.

Dexter Lyons is a financial advisor at Horizon Capital Management, Inc. with 7 years of industry experience. He holds a Series 65 designation and has been involved with Horizon Capital Management since 1990 as well as Lyons Capital Management since 1997. Horizon Capital Management provides discretionary separately managed account investment management to individuals and small-business clients, including IRAs, trusts, and small-business retirement plans. The firm employs an active, multi-method investment process that combines fundamental, technical, and chart analysis to tailor strategies, adjusting allocations among mutual funds, ETFs, and individual stocks based on market conditions.

ESG / Sustainable investing Active portfolio management
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Alajahwon R

Series 63, Series 66

Lafayette, LA

A.B. Ridgeway Wealth Management LLC

Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Divorce financial planning General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Brent A

Series 65

Lafayette, LA

Vermilion Asset Management, LLC

Brent Abshire is a Series 65-licensed financial advisor with 13 years of industry experience. He has served as the sole advisor at Vermilion Asset Management, LLC since 2005 in Lafayette, LA. Vermilion Asset Management provides investment management and supervisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on long-term, diversified portfolios using individual securities, mutual funds, and ETFs, operating primarily on a nondiscretionary basis while avoiding market timing and complex trading strategies.

Wealth management
user avatar

Milton K

Series 65

Lafayette, LA

Kidd Vision Capital LLC

Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.

Options & derivatives strategies Tax-loss harvesting
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Gus G

CFA®, Series 65

Abbeville, LA

Lailaps Capital, L.L.C.

Gus Godchaux is a CFA® charterholder and Series 65 licensee with 10 years of industry experience. He has been the principal advisor at Lailaps Capital, L.L.C. since 2015 and serves as an analyst at Abbeville Family Partnership. He is also a partner at Gulf Land Structures and a co-executor of his grandfather's estate. Lailaps Capital provides portfolio management and financial planning services to individuals, corporate/business entities, and charitable organizations. The firm manages approximately $42 million in assets and offers access to a broad range of investment vehicles, including private placements, hedge funds, and venture capital, using a multi-method analytical approach tailored to client goals and risk tolerance.

Options & derivatives strategies Real estate investing Private / alternative investments Active portfolio management
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