Jordan Heavens has been an investment adviser representative at Winter & Associates since July 2026, and is not listed among the firm’s executive officers or direct owners. Jordan Heavens holds a Bachelor's degree in Global Business and Mathematics from the College of Saint Benedict.
Winter & Associates, Inc. is a St. Paul, MN firm with $180M under management, 208 clients and 4 advisers in one office, as of its August 2026 filing.
Jordan Heavens is Associate Wealth Advisor of Winter & Associates, Inc., based in St. Paul, MN. She began her career in financial services and works with individuals and families on comprehensive financial planning, providing guidance on retirement planning, investment management, tax-efficient strategies and estate planning considerations.
Jordan Heavens’ longest registration was 2 years at Vermillion Wealth Management Inc. (2024–2026). Before joining Winter & Associates in 2026, Jordan Heavens was registered through Vermillion Wealth Management Inc.
- Winter & Associates, Inc.Current– present · under a yearSt. Paul, MN · Adviser representative · Firm CRD 310349
- Vermillion Wealth Management Inc.– · 2 yearsRosemount, MN · Adviser representative · Firm CRD 281978
Investment adviser representative registrations
Jordan Heavens is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in July 2026.
- MinnesotaSince 30 July 2026
- TexasResidentSince 31 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jordan Renae Heavens
- CRD
- 7237525
- Firm
- Winter & Associates · CRD 310349
- Office
- 964 GRAND AVENUE, St. Paul, MN 55105
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- winterassoc.com
Where does Jordan Heavens work?
Jordan Heavens is an investment adviser representative registered through Winter & Associates, Inc. since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Heavens a financial advisor?
Yes. Jordan Heavens has a current investment-adviser registration in Minnesota and Texas, through Winter & Associates since July 2026.
How many years of experience does Jordan Heavens have?
Jordan Heavens has 2 years in the financial industry, since March 2024, across 2 adviser firms.
What exams has Jordan Heavens passed?
Jordan Heavens passed the Series 65 in December 2023.
Where did Jordan Heavens work before Winter & Associates?
Before Winter & Associates, Jordan Heavens was registered through Vermillion Wealth Management Inc., February 2024 to June 2026.
Where is Jordan Heavens based?
Jordan Heavens’ registered office is in St. Paul, MN.
Is Jordan Heavens registered with FINRA?
No. Jordan Heavens has no current broker registration.
How can I verify Jordan Heavens’ record?
Search CRD 7237525 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Heavens’ full registration record.
