Jon David Heddleson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 10/2013 → 11/2023
  Lifemark Securities
  Rochester, NY
• 10/2013 → 11/2023
  Independent Insurance Agent
  North Canton, OH
• 10/2012 → Present
  Russell Real Estate Services
  North Ridgeville, OH
• 12/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2011 → Present
  Heddco Llc
  North Canton, OH
• 11/2023 → Present
  Neverman Insurance
  Westlake, OH
• 01/2025 → Present
  Ohio University
  Athens, OH

Previous Registrations

• 2013-10-15 → 2023-12-21
  Lifemark Securities Corp.
  Elyria, OH
  Rochester, NY
  North Canton, OH
  Concord, OH
• 2012-11-14 → 2013-04-19
  True Wealth Design, Llc
  Akron, OH
• 2007-02-22 → 2012-10-05
  Walnut Street Securities, Inc.
  Cleveland, OH
  Cleveland, OH
• 2012-06-25 → 2012-10-04
  Vantage Financial Group, Inc.
  Cleveland, OH
• 2003-07-14 → 2003-08-21
  Ameriprise Financial Services, Llc
  Westlake, OH

Other Businesses

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;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-04
• S63 Uniform Securities Agent State Law Examination
  2007-12-28