Heather Harrison

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

• 05/2009 → Present
  Jpmorgan Chase Bank N.A
  Plymouth, MI
• 10/2012 → Present
  J.P. Morgan Securities Llc
  Plymouth, MI
• 12/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Georgetown, TX
• 12/2025 → Present
  A+ Federal Credit Union
  Georgetown, TX

Previous Registrations

• 2013-04-03 → 2025-12-02
  J.P. Morgan Securities Llc
  Plymouth, MI
  Waterford, MI
  Waterford, MI
  White Lake, MI
  Novi, MI
  Novi, MI
  Austin, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

RENTAL INCOME

Exams

• S66 Uniform Combined State Law Examination
  2013-03-29
• S63 Uniform Securities Agent State Law Examination
  2009-06-26

Other Names

• Heather L Harrison