Jon Walter Heideman
Investment adviser representative at Hightower Advisors, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$198.6BFirm 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 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
Experience
18 years in the industry.
- Hightower Advisors, LLCJun 2023 to now
- Ten Capital Wealth AdvisorsJan 2021 to now
- Bdo USA, LLPSep 2008 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 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
- 7332137
- Firm CRD
- 145323