Jon Heddleson, financial advisor Elyria OH
93 score

Jon Heddleson

CRD Number: 4487337
Current Firm: Lifemark Securities Corp.

Jon Heddleson (CRD# 4487337) is an Investment Advisor Representative working at Lifemark Securities Corp. in Elyria, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lifemark Securities Rochester, NY Oct 2013 - Current 3
Independent Insurance Agent Elyria, OH Oct 2013 - Current 3
Unemployed Elyria, OH Apr 2013 - Oct 2013 < 1
True Wealth Design, LLC Akron, OH Oct 2012 - Apr 2013 < 1
Vantage Financial Group, Inc. Cleveland, OH Jun 2012 - Oct 2012 < 1
Walnut Street Securities Clevland, OH Feb 2005 - Oct 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Jon D. Heddleson
Phone Number: 585-424-5672
Firm Website: http://www.lifemark.com/
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $99,951
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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