Jon Walter Heideman

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2021 → Present
  Ten Capital Wealth Advisors
  Spokane, WA
• 09/2008 → 12/2020
  Bdo Usa, Llp
  Spokane, WA
• 06/2023 → Present
  Hightower Advisors
  Chicago, IL

Previous Registrations

• 2021-01-25 → 2023-11-29
  Ten Capital Wealth Advisors, Llc
  Spokane, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-17

Designations

• Certified Financial Planner