Jeffrey James Heitzman
Investment adviser representative at Ameritas Advisory Services, LLC
26 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- 3265 Walker LLCAug 2025 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- Canvas FinancialAug 2018 to now
- Ameritas Investment CorpNov 2017 to now
- Ameritas Life Insurance CorpNov 2017 to now
- Heitzman Advisory, Inc. dba Heitzman & Associates, Inc.Jan 2000 to now
- 20/20 Capital Management, Inc.Nov 2017 to Dec 2018
- Cetera Advisors LLCJan 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1989859
- Firm CRD
- 317245