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JH

John J. Hegler

21ST CENTURY EQUITY ADVISORS
COLUMBUS, OH 43215
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CRD#: 3190291
JH

Professional summary


John Joseph Hegler JR is a registered financial advisor currently at 21ST CENTURY EQUITY ADVISORS CORPORATION located in Columbus, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Joseph Hegler 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 21, 2003 - Present

21ST CENTURY EQUITY ADVISORS CORPORATION

Office #1: 1029 Dublin Road, Columbus, OH 43215
RIA
CRD#: 120336
COLUMBUS, OH

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
Florida
(1/23/2004)
IAR
Ohio
(1/21/2003)
IAR
Texas
(10/23/2012)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/20/1999
Uniform Investment Adviser Law Examination

Current Firm


2C
21ST CENTURY EQUITY ADVISORS CORPORATION
21ST CENTURY EQUITY ADVISORS CORPORATION

CRD#: 120336 / SEC#:

Florida
Registered Investment Advisory firm - (1/23/2004 Approved)
Ohio
Registered Investment Advisory firm - (11/4/1999 Approved)
Texas
Registered Investment Advisory firm - (10/23/2012 Conditional Restricted)
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Contact information


Main Address
749 Terra Ct., Worthington, OH 43085
Mailing Address
Phone number
(614) 487-8873
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts54
AUM (Assets Under Management)$ 44,679,499

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.

Company Information


21ST CENTURY EQUITY ADVISORS CORPORATION

CRD#: 120336Columbus, OH 43215

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