JH
Jon D. Heddleson
CETERA INVESTMENT ADVISERS LLC
North Canton, OH
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CRD#: 4487337
JH
Professional summary
Jon David Heddleson is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in North Canton, Ohio and CETERA WEALTH SERVICES, LLC located in North Canton, Ohio.
Jon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jon has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 9/2021 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: HEDDCO LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 4/2011 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I RENT ONE PROPERTY; 3. NAME OF OTHER BUSINESS: RUSSELL REAL ESTATE SERVICES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 10/2012 POSITION/TITLE/RELATIONSHIP: REAL ESTATE AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HELP PEOPLE SELL AND BUY HOUSES THROUGH REFERRALS; 4. NAME OF OTHER BUSINESS: NEVERMAN INSURANCE, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: TO OFFER MY CLIENTS A ONE STOP SHOP FOR ALL FINANCIAL AND INSURANCE NEEDS; 5. NAME OF OTHER BUSINESS: OHIO UNIVERSITY, INVESTMENT RELATED: NO, ADDRESS: 70 S COURT STREET, ATHENS, OH 45701, NATURE OF BUSINESS: EDUCATION, START DATE:01/2025, POSITION/TITLE/RELATIONSHIP: PROFESSOR, APX NUMBER OF HOURS PER WEEK: 7, APX NUMBER OF HOURS DURING TRADING HOURS: 6, BRIEF DESCRIPTION OF DUTIES: TEACH MANAGEMENT 2100 TO COLLEGE STUDENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Jon David Heddleson'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®
NoneExperience
Current
December 12, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
North Canton, OH
Current
December 11, 2023 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
North Canton, OH
Past
October 21, 2013 - December 21, 2023
LIFEMARK SECURITIES CORP.
BD
CRD#: 16204
North Canton, OH
Past
October 15, 2013 - December 21, 2023
LIFEMARK SECURITIES CORP.
RIA
CRD#: 16204
North Canton, OH
Past
November 14, 2012 - April 19, 2013
TRUE WEALTH DESIGN, LLC
RIA
CRD#: 143194
AKRON, OH
Past
June 25, 2012 - October 4, 2012
VANTAGE FINANCIAL GROUP, INC.
RIA
CRD#: 105950
INDEPENDENCE, OH
Past
February 22, 2007 - October 5, 2012
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
CLEVELAND, OH
Past
February 9, 2005 - October 5, 2012
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
CLEVELAND, OH
Past
August 24, 2004 - November 4, 2004
NEBS FINANCIAL SERVICES, INC.
BD
CRD#: 103874
CLEVELAND, OH
Past
July 14, 2003 - August 21, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
WESTLAKE, OH
Past
July 11, 2003 - August 21, 2003
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 11, 2003 - August 21, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
January 1, 2002 - February 26, 2003
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Florida(12/11/2023)
RR
Ohio(12/11/2023)
IAR
Ohio(12/12/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
