Jon HeddlesonCRD 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 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
Liberty Partners Capital Management, LLC
|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|
Total Assets Under Management33MILLIONS
Total Number of Accounts326ACCOUNTS
Average Account Value$99,951
- A percentage of assets under your management
- Financial planning services
- Selection of other advisers (including private fund managers)
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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