Jacob Heuett

I have served as a Financial Advisor since 1994 with Wells Fargo Advisors and predecessor firms: Prudential Securities and Wachovia Securities. Our companies name and our business has changed dramatically over the years from a provider of investment transactions, to a wealth management practice where we focus on the management of client's financials. I work with two associates in a team environment to plan for and advise our clients, which consist of individuals, businesses and institutions. Together we focus on retirement planning, debt management, risk management, investment advice and many other needs that are specific to each unique client situation. We work closely with other professionals that our clients have entrusted such as their accountant, attorneys and insurance agents in order to provide individually tailored advice in a coordinated effort. My wife Cheryl and I are natives of Northern Idaho, both having been born and raised on farms outside of Lewiston. I graduated from the University of Idaho with a degree in Agriculture and we live in Meridian with our 3 boys. We truly value the relationships that we build with our clients and make every effort to provide effective, proactive, quality advice for their needs. If you have been referred to this site by a friend, family member or colleague, feel free to give us a call and we will be happy to discuss your situation. CA Resident Insurance License Number: 0C15655 Resident State: ID