Jon David Heddleson
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 fee
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
15 years in the industry.
- Ohio UniversityJan 2025 to now
- Cetera Investment Advisers LLCDec 2023 to now
- Cetera Wealth Services, LLCDec 2023 to now
- Neverman InsuranceNov 2023 to now
- Russell Real Estate ServicesOct 2012 to now
- Heddco LLCApr 2011 to now
- Independent Insurance AgentOct 2013 to Nov 2023
- Lifemark SecuritiesOct 2013 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (OH).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4487337
- Firm CRD
- 105644