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JF

John J. Fitzgerald

BLUE HERON CAPITAL
ENGLEWOOD, CO 80112
Some features on this profile are disabled
CRD#: 8062309
JF
John Joseph FitzgeraldBLUE HERON CAPITAL

Professional summary

John Joseph Fitzgerald, who also goes by Jack Joseph Fitzgerald, John Fitzgerald, is a registered financial advisor currently at BLUE HERON CAPITAL located in Englewood, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. John has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jack Joseph Fitzgerald | John Fitzgerald

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 Fitzgerald'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®
None

Experience

Current

June 12, 2026 - Present

BLUE HERON CAPITAL

Office #1: 2 Inverness Drive E. Suite 106, Englewood, CO 80112
RIA
CRD#: 339475
ENGLEWOOD, CO
Past

May 19, 2025 - May 14, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
CASTLE ROCK, CO
Past

April 23, 2025 - May 14, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENWOOD VILLAGE, 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
Colorado
(6/12/2026)
IAR
Texas
(6/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/9/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/23/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/24/2025
Securities Industry Essentials Examination

Current Firm

BH
BLUE HERON CAPITAL
BHC WEALTH MANAGEMENT, LLC | BLUE HERON CAPITAL, LLC | BLUE HERON CAPITAL

CRD#: 339475 / SEC#: 801-135158

RIA
Registered Investment Advisory firm - (1/22/2026 120-Day Approval)
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Contact information

Main Address
2 Inverness Drive E. Suite 106, Englewood, CO 80112
Mailing Address
Phone number
(720) 488-8604
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (12/15/2025)
2A BROCHURE (12/15/2025)

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

BLUE HERON CAPITAL

CRD#: 339475Englewood, CO 80112

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