JE
John Edward Heldman
CRD 3276168
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Triad Investment Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Triad Investment Management, Llc
Trustee Of The Heldman Family Trust U/A 6/16/2011 · GP / trustee / elected manager · Jun 2023
-
Triad Investment Management, Llc
Partner · Less than 5% · Jun 2023
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗