Jeffrey J. Heitzman

AMERITAS ADVISORY SERVICES

GRAND RAPIDS, MI 49503

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CRD#: 1989859

Professional summary

Jeffrey James Heitzman, CFP®, ChFC®, who also goes by Jeff Heitzman, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Grand Rapids, Michigan and AMERITAS INVESTMENT COMPANY, LLC located in Grand Rapids, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Jeffrey has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Heitzman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Heitzman & Associates, Inc.; same as branch; inv rel; securities and insurance; President; start date=01/2000; hrs/mo=40+; trading hrs/mo=40+; run the financial planning operation and investments * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; Associate; start date=08/2018; hrs/mo=160; trading hrs/mo=160; none

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Heitzman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

ChFC^®

Chartered Financial Consultant

Experience

Current

November 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 233 Fulton St E Ste 224, Grand Rapids, MI 49503

RIA

CRD#: 317245

GRAND RAPIDS, MI

Current

November 1, 2017 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 233 Fulton St E Ste 224, Grand Rapids, MI 49503

CRD#: 14869

Grand Rapids, MI

Past

July 13, 2018 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

Grand Rapids, MI

Past

November 17, 2017 - January 2, 2019

20/20 CAPITAL MANAGEMENT, INC

RIA

CRD#: 281692

COSTA MESA, CA

Past

January 14, 2005 - November 7, 2017

CETERA ADVISORS LLC

RIA

CRD#: 10299

GRAND RAPIDS, MI

Past

January 1, 2004 - November 7, 2017

CETERA ADVISORS LLC

CRD#: 10299

GRAND RAPIDS, MI

Past

February 28, 2003 - January 14, 2008

HEITZMAN ADVISORY GROUP, INC.

RIA

CRD#: 109763

GRAND RAPIDS, MI

Past

June 26, 2002 - July 8, 2002

HEITZMAN ADVISORY GROUP, INC.

RIA

CRD#: 109763

GRAND RAPIDS, MI

Past

September 19, 1995 - January 1, 2004

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

May 28, 1991 - September 27, 1995

ANDOVER SECURITIES, INC.

CRD#: 16903

KANSAS CITY, MO

Past

February 26, 1990 - June 13, 1991

FIRST OF MICHIGAN CORPORATION

CRD#: 311

DETROIT, MI

Past

January 24, 1990 - March 8, 1990

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/1/2017)

Florida
(1/19/2018)

Michigan
(11/1/2017)

IAR

Michigan
(11/1/2021)

Tennessee
(11/1/2024)

Texas
(1/19/2018)

IAR

Texas
(11/1/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/2/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/7/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/10/1996

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA

Registered Investment Advisory firm - (1/13/1998 Approved)

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Contact information

Main Address

5900 O Street, Lincoln, NE 68510

Mailing Address

Phone number

(800) 335-9858

Established

Firm type

Fiscal year end

# of Employees

560

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)

AMERITAS WEALTH PLATFORM (9/19/2025)

GALAXY WRAP FEE BROCHURE (9/19/2025)

GALAXY II WRAP FEE BROCHURE (9/19/2025)

CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts	41,501
AUM (Assets Under Management)	$ 11,506,548,514

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
07/23/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey J. Heitzman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Heitzman's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

20/20 CAPITAL MANAGEMENT, INC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

HEITZMAN ADVISORY GROUP, INC.

HEITZMAN ADVISORY GROUP, INC.

VESTAX SECURITIES CORPORATION

ANDOVER SECURITIES, INC.

FIRST OF MICHIGAN CORPORATION

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

AMERITAS ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/1999

Series 63

Date: 2/2/1990

SIE

Date: 10/1/2018

Series 7

Date: 1/20/1990

Series 51

Date: 3/7/2003

Series 24

Date: 9/10/1996

FINRA

Current Firm

AMERITAS ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AMERITAS ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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