Jonathan Andrew Heras
Investment adviser representative at Guide Advisors, Inc.
14 yearsExperience
2 statesRegistered in
$0Firm 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.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
14 years in the industry.
- Jonathan Heras, Sole ProprietorJun 2021 to now
- Guide Advisors, Inc.Sep 2016 to now
- Guide Advisors, Inc. Fka Geer Financial Group, Inc.Aug 2016 to now
- Jonathan Heras, Sole ProprietorJun 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Guide Advisors, Inc.
$0Assets managed
0Clients
5Advisers
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
- 5825001
- Firm CRD
- 281828