JH
JH
Jonathan Heise
14 Years of Experience
Newberry, FL
2 Disclosures
Jonathan Heise is a registered investment advisor at Forecast Financial LLC, based in Newberry, FL, with 14 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 37 clients with $9.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$9.7M
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Location
Newberry, FL
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Regulatory History (2)
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Regulatory
January 2018Final
Employment Separation After Allegations
September 2016Employment History
Current Registrations
Forecast Financial LLC
June 2026 - Present · 4 mos
Previous Registrations
Forecast Financial LLC
March 2017 - December 2025 · 8 yrs 9 mos
Forecast Financial LLC
March 2017 - December 2022 · 5 yrs 9 mos
Cetera Advisor Networks LLC
January 2016 - October 2016 · 9 mos
Cetera Advisor Networks LLCBroker
November 2015 - October 2016 · 11 mos
Trade-Pmr INC.Broker
April 2011 - September 2015 · 4 yrs 5 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.
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