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Detailed Report
JEFFREY JAMES HEITZMAN
JEFF HEITZMAN
CRD#: 1989859
IA
Investment Adviser
B
Broker
AMERITAS ADVISORY SERVICES, LLCCRD#: 317245 233 FULTON ST E STE 224
GRAND RAPIDS, MI 49503
AMERITAS INVESTMENT COMPANY, LLCCRD#: 14869 233 Fulton St E Ste 224
Grand Rapids, MI 49503
Registration History
19901995200020052010201520202025IAAMERITAS ADVISORY SERVICES, LLC (CRD# 317245)2021 - Present (3 years)BAMERITAS INVESTMENT COMPANY, LLC (CRD# 14869)2017 - Present (7 years)BCETERA ADVISORS LLC (CRD# 10299)2004 - 2017 (13 years)BVESTAX SECURITIES CORPORATION (CRD# 10332)1995 - 2004 (8 years)BANDOVER SECURITIES, INC. (CRD# 16903)1991 - 1995 (4 years)BFIRST OF MICHIGAN CORPORATION (CRD# 311)1990 - 1991 (1 year)BSUN INVESTMENT SERVICES COMPANY (CRD# 5496)1990 - 1990 (<1 year)IAAMERITAS ADVISORY SERVICES (CRD# 14869)2018 - 2021 (3 years)IA20/20 CAPITAL MANAGEMENT, INC (CRD# 281692)2017 - 2019 (1 year)IACETERA ADVISORS LLC (CRD# 10299)2005 - 2017 (12 years)IAHEITZMAN ADVISORY GROUP, INC. (CRD# 109763)2003 - 2008 (4 years)IAHEITZMAN ADVISORY GROUP, INC. (CRD# 109763)2002 - 2002 (<1 year)
Disclosure(s)
View By:
12/20/2005
Customer Dispute
Settled
License(s)

State Registrations

B
California 11/1/2017
B
Tennessee 11/1/2024
B
Florida 1/19/2018
B
Texas 1/19/2018
B
Michigan 11/1/2017
IA
Texas 11/1/2021
IA
Michigan 11/1/2021

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AMERITAS ADVISORY SERVICES, LLC (CRD#:317245)
233 FULTON ST E STE 224, GRAND RAPIDS, MI 49503
Registered with this firm since 11/1/2021
B
AMERITAS INVESTMENT COMPANY, LLC (CRD#:14869)
233 Fulton St E Ste 224, Grand Rapids, MI 49503
Registered with this firm since 11/1/2017
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/13/2018 - 11/01/2021 AMERITAS ADVISORY SERVICES (CRD#:14869) Grand Rapids, MI
IA
 11/17/2017 - 01/02/2019 20/20 CAPITAL MANAGEMENT, INC (CRD#:281692) COSTA MESA, CA
IA
 01/14/2005 - 11/07/2017 CETERA ADVISORS LLC (CRD#:10299) GRAND RAPIDS, MI
B
 01/01/2004 - 11/07/2017 CETERA ADVISORS LLC (CRD#:10299) GRAND RAPIDS, MI
IA
 02/28/2003 - 01/14/2008 HEITZMAN ADVISORY GROUP, INC. (CRD#:109763) GRAND RAPIDS, MI
B
 09/19/1995 - 01/01/2004 VESTAX SECURITIES CORPORATION (CRD#:10332) HUDSON, OH
IA
 06/26/2002 - 07/08/2002 HEITZMAN ADVISORY GROUP, INC. (CRD#:109763) GRAND RAPIDS, MI
B
 05/28/1991 - 09/27/1995 ANDOVER SECURITIES, INC. (CRD#:16903)
FINRA expelled the firm on 05/26/1998
KANSAS CITY, MO
B
 02/26/1990 - 06/13/1991 FIRST OF MICHIGAN CORPORATION (CRD#:311) DETROIT, MI
B
 01/24/1990 - 03/08/1990 SUN INVESTMENT SERVICES COMPANY (CRD#:5496) WELLESLEY HILLS, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.