Jon Heddleson
Jon Heddleson is a registered investment advisor at Cetera Investment Advisers LLC, based in North Canton, OH, with 21 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
North Canton, OH
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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 ActivitiesSells Insurance
Jon sells fixed insurance products with various companies since 2021, and also operates as an agent for Neverman Insurance since 2024, offering financial and insurance services, dedicating about a quarter of his time. He also owns rental property and works as a real estate agent, dedicating minimal time to each, and teaches at Ohio University a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Lifemark Securities CORP.Broker
Lifemark Securities CORP.
True Wealth Design, LLC
Vantage Financial Group, INC.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nebs Financial Services, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ing Financial Advisers, LLCBroker
State Registrations2 states
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