Christopher Jay Heaster
Investment adviser representative at Wealthkare.com, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$136.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed 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
17 years in the industry.
- Wealthkare.com, Inc.Aug 2006 to now
- American Assets Financial CorporationAug 2006 to now
- Ria Wealth Solutions, LLCJan 2019 to Oct 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, PA).
Wealthkare.com, Inc.
$136.7MAssets managed
375Clients
7Advisers
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
- 4976032
- Firm CRD
- 115111