Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon David Heddleson is a financial advisor currently registered with Cetera Investment Advisers LLC. Jon has been working in the financial industry since 2004 and has held previous positions with firms such as LIFEMARK SECURITIES CORP., WALNUT STREET SECURITIES, INC., NEBS FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and ING FINANCIAL ADVISERS, LLC. Jon holds the Series 6, 7, 63, and 65 securities licenses. Jon specializes in financial planning, pension consulting, educational seminars, and portfolio management. Jon is also licensed to offer insurance products.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
12/12/2023 - Present
Cetera Investment Advisers LLC (North Canton OH)
OH
10/21/2013 - 12/21/2023
LIFEMARK SECURITIES CORP. (North Canton OH)
OH
02/09/2005 - 10/05/2012
WALNUT STREET SECURITIES, INC. (CLEVELAND OH)
OH
08/24/2004 - 11/04/2004
NEBS FINANCIAL SERVICES, INC. (CLEVELAND OH)
MN
07/11/2003 - 08/21/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/2003 - 08/21/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
01/01/2002 - 02/26/2003
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IA
Issued 06/04/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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