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Jonathan Layne Heise

Forecast Financial LLC

Newberry, FL

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Current Employers
Forecast Financial Llc

1144 Sw 131St St., Newberry, FL 32669 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-26
  • FL RA
    APPROVED
    Since 2026-06-26

Branch Locations

Newberry, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cetera Advisor Networks Llc El Segundo CA 11/2015 09/2016
Forecast Financial Llc Newberry FL 10/2016 Present
  • 11/2015 → 09/2016
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 10/2016 → Present
    Forecast Financial Llc
    Newberry, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-28
S63 Uniform Securities Agent State Law Examination 2011-08-26
  • S65 Uniform Investment Adviser Law Examination
    2015-10-28
  • S63 Uniform Securities Agent State Law Examination
    2011-08-26

View on SEC IAPD

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