John F. Heerdink

VISTA PARTNERS LLC

San Francisco, CA 94147

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CRD#: 2553372

Professional summary

John Frank Heerdink JR is a registered financial advisor currently at VISTA PARTNERS LLC located in San Francisco, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. John has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Partner of Tribe Public LLC provides a investor relations platform to issuers of publicly traded companies. Located at 2055 Lombard St. #1272, San Francisco, CA 94147

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Frank Heerdink JR's 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®

None

Experience

Current

January 4, 2017 - Present

VISTA PARTNERS LLC

Office #1: 2055 Lombard Street #1272, San Francisco, CA 94147

RIA

CRD#: 285532

San Francisco, CA

Past

January 10, 2013 - December 4, 2015

STILLPOINT CAPITAL, LLC

CRD#: 133146

TAMPA, FL

Past

August 2, 2010 - December 31, 2016

VISTA PARTNERS

RIA

CRD#: 135164

SAN FRANCISCO, CA

Past

April 19, 2010 - January 13, 2011

CAZENAVE AND CO., INC.

CRD#: 20721

WESTMINSTER, CO

Past

March 28, 2007 - April 15, 2010

MERRIMAN CAPITAL, INC.

CRD#: 18296

NEW YORK, NY

Past

July 21, 2006 - June 15, 2007

N4 FINANCIAL, INC.

CRD#: 134581

SAN FRANCISCO, CA

Past

April 7, 2005 - December 7, 2005

LEGEND MERCHANT GROUP, INC.

CRD#: 5155

SAN FRANCISCO, CA

Past

November 11, 2004 - December 7, 2005

LEGEND MERCHANT GROUP, INC.

RIA

CRD#: 5155

SAN FRANCISCO, CA

Past

December 5, 1997 - August 3, 1998

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

December 7, 1994 - December 12, 1997

AMERICAN FRONTEER FINANCIAL CORPORATION

CRD#: 1398

DENVER, CO

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.

Highlighted states indicate IAR registrations

IAR

California
(1/4/2017)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/21/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/10/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/6/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/11/2009

General Securities Principal Examination

Current Firm

VISTA PARTNERS LLC

VISTA PARTNERS | VISTA PARTNERS LLC

CRD#: 285532 / SEC#:

California

Registered Investment Advisory firm - (1/1/2017 Approved)

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Contact information

Main Address

2055 Lombard Street #1272, San Francisco, CA 94147

Mailing Address

2055 Lombard Street #1272, San Francisco, CA 94147

Phone number

(415) 722-6290

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

John F. Heerdink

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Frank Heerdink JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILLPOINT CAPITAL, LLC

VISTA PARTNERS

CAZENAVE AND CO., INC.

MERRIMAN CAPITAL, INC.

N4 FINANCIAL, INC.

LEGEND MERCHANT GROUP, INC.

LEGEND MERCHANT GROUP, INC.

FIRST UNION BROKERAGE SERVICES, INC.

AMERICAN FRONTEER FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2011

Series 63

Date: 5/10/2005

SIE

Date: 12/4/2015

Series 7

Date: 4/6/2005

Series 24

Date: 12/11/2009

Current Firm

VISTA PARTNERS LLC

Contact information

Documents

Red Flags

Company Information

VISTA PARTNERS LLC

TRUST BUT VERIFY

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