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John Matthew Heitkemper

Gould Asset Management LLC

Claremont, CA

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Current Employers
Gould Asset Management Llc

341 West First Street Suite 200, Claremont, CA 91711-4749 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-08
  • CA RA
    APPROVED
    Since 2024-11-08

Branch Locations

341 West First Street Suite 200, Claremont, CA 91711-4749 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tortoise Credit Strategies, Llc Leawood KS 06/2016 07/2020
R Squared Bm Llc, D/B/A Ducenta Squared Asset Management Los Angeles CA 07/2020 10/2024
Gould Asset Management Llc Claremont CA 10/2024 Present
  • 06/2016 → 07/2020
    Tortoise Credit Strategies, Llc
    Leawood, KS
  • 07/2020 → 10/2024
    R Squared Bm Llc, D/B/A Ducenta Squared Asset Management
    Los Angeles, CA
  • 10/2024 → Present
    Gould Asset Management Llc
    Claremont, CA
Previous Registrations
  • 2020-08-03 → 2025-11-04
    Ducenta Squared Asset Management
    El Segundo, CA
  • 2016-06-24 → 2020-07-21
    Tortoise Credit Strategies, Llc
    Los Angeles, CA
  • 2015-03-16 → 2016-06-21
    Bradford & Marzec, Llc
    Los Angeles, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-07
S65 Uniform Investment Adviser Law Examination 1998-08-07
  • S63 Uniform Securities Agent State Law Examination
    1998-08-07
  • S65 Uniform Investment Adviser Law Examination
    1998-08-07
Designations

View on SEC IAPD

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Other Offices

GOULD ASSET MANAGEMENT LLC · CLAREMONT, CA
EDWARD JONES · CLAREMONT, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLAREMONT, CA
LPL FINANCIAL LLC · CLAREMONT, CA
LIFESTEPS FINANCIAL · CLAREMONT, CA
AMERIPRISE FINANCIAL SERVICES, LLC · CLAREMONT, CA
LPL FINANCIAL LLC · CLAREMONT, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · CLAREMONT, CA

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