DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey James Heitzman
Feed of 09/14/2026
Also filed as Jeff Heitzman
At current firm
4 y
since Nov 1, 2021
In the industry
36 y
since Feb 2, 1990 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ameritas Advisory Services, LLC BD affiliated currentsince Nov 1, 2021 · Grand Rapids, Mi
- 20/20 Capital Management, Inc formerNov 17, 2017 to Jan 2, 2019 · Costa Mesa, Ca
- Cetera Advisors LLC formerJan 14, 2005 to Nov 7, 2017 · Greenwood Village, Co
- Heitzman Advisory Group, Inc. unclassifiedFeb 28, 2003 to Jan 14, 2008 · Grand Rapids, Mi
- Heitzman Advisory Group, Inc. unclassifiedJun 26, 2002 to Jul 8, 2002 · Grand Rapids, Mi
Moves
a registration end followed by a registration begin elsewhere
- 20/20 Capital Management, Inc to Ameritas Advisory Services, LLCleft Jan 2, 2019, registered Nov 1, 2021 (1034 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Cetera Advisors LLC to 20/20 Capital Management, Incleft Nov 7, 2017, registered Nov 17, 2017 (10 days) · Other
- Heitzman Advisory Group, Inc. to Cetera Advisors LLCleft Jan 14, 2008, registered Jan 14, 2005 (-1095 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address