Jon R Heischman
Investment adviser representative at Independence Capital Co., Inc.
23 yearsExperience
1 stateRegistered in
$118.7MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Independence Capital Co., Inc.Nov 2013 to now
- Heischman InsuranceMar 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Independence Capital Co., Inc.
$118.7MAssets managed
300Clients
19Advisers
Under 1 yearIn 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
- 4420358
- Firm CRD
- 24723