John Matthew Heitkemper

Employer firm

Gould Asset Management LLC CRD 113098

$1.03B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• INVESTMENT CONSULTING SERVICES

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

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

Current Employers

Employment History

• 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

• S63 Uniform Securities Agent State Law Examination
  1998-08-07
• S65 Uniform Investment Adviser Law Examination
  1998-08-07

Designations

• Chartered Financial Analyst