Jeffrey James Heitzman

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Heitzman Advisory, Inc. Dba Heitzman & Associates, Inc.
  Grand Rapids, MI
• 01/2012 → 10/2017
  Cetera Advisors Llc
  Denver, CO
• 11/2017 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 11/2017 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 11/2017 → 12/2018
  20/20 Capital Management, Inc.
  Costa Mesa, CA
• 08/2018 → Present
  Canvas Financial
  Grand Rapids, MI
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 08/2025 → Present
  3265 Walker Llc
  Grand Rapids, MI

Previous Registrations

• 2017-11-17 → 2019-01-02
  20/20 Capital Management, Inc
  Costa Mesa, CA
• 2005-01-14 → 2017-11-07
  Cetera Advisors Llc
  Greenwood Village, CO
  Grand Rapids, MI
• 2003-02-28 → 2008-01-14
  Heitzman Advisory Group, Inc.
  Grand Rapids, MI
• 2002-06-26 → 2002-07-08
  Heitzman Advisory Group, Inc.
  Grand Rapids, MI

Other Businesses

Heitzman Advisory, Inc. dba Heitzman & Associates, Inc.; same as branch; inv rel; securities and insurance; President; start date=01/2000; hrs/mo=160+; trading hrs/mo=160+; run the financial planning operation and investments * Canvas Financial; same as branch; inv rel; new organization with AIC that combines six different firms that are already with AIC-shell DBA used for marketing and firm consolidation purposes; Associate; start date=08/2018; hrs/mo=160; trading hrs/mo=160; none * 3265 Walker LLC; 3265 Walker Ave NW, Grand Rapids MI 49544; non-inv rel; real estate; Member; start date=08/2025; hrs/mo=1; trading hrs/mo=1; bookkeeper

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-25
• S63 Uniform Securities Agent State Law Examination
  1990-02-02

Other Names

• Jeff Heitzman