James Heczko is a registered investment advisor at Opus Investment Advisors, LLC, based in Oceanside, CA, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Location
6465 La Paloma Lane, #100, Oceanside, CA, 92057
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James owns and manages Heczko Farms, a small avocado grove, since 2011. He also co-owns HotBot, a startup invention company developing a new consumer appliance, dedicating about 10-20% of his time.
Employment History
Current Registrations
Opus Investment Advisors, LLC
Previous Registrations
Opus Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.