Jonathan L. Heise

FORECAST FINANCIAL LLC

Newberry, FL 32669

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CRD#: 5911913

Professional summary

Jonathan Layne Heise is a registered financial advisor currently at FORECAST FINANCIAL LLC located in Newberry, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Layne Heise's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 16, 2017 - Present

FORECAST FINANCIAL LLC

Office #1: 1144 Sw 131st St., Newberry, FL 32669

RIA

CRD#: 168316

Newberry, FL

Past

March 16, 2017 - December 31, 2022

FORECAST FINANCIAL LLC

RIA

CRD#: 168316

GAINESVILLE, FL

Past

January 5, 2016 - October 24, 2016

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

GAINSESVILLE, FL

Past

November 19, 2015 - October 24, 2016

CETERA WEALTH SERVICES, LLC

CRD#: 13572

GAINSESVILLE, FL

Past

April 28, 2011 - September 4, 2015

TRADE-PMR INC.

CRD#: 46350

GAINESVILLE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/16/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/28/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/26/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/10/2015

General Securities Principal Examination

Current Firm

FORECAST FINANCIAL LLC

FORECAST FINANCIAL LLC | GAMBLIN FINANCIAL ADVISORS LLC

CRD#: 168316 / SEC#:

Florida

Registered Investment Advisory firm - (1/2/2014 Approved)

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Contact information

Main Address

1144 Sw 131st St., Newberry, FL 32669

Mailing Address

Phone number

(352) 682-6973

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 8,481,800

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jonathan L. Heise

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Layne Heise's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORECAST FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

TRADE-PMR INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2015

Series 63

Date: 8/26/2011

SIE

Date: 10/24/2016

Series 7

Date: 4/26/2011

Series 24

Date: 2/10/2015

Current Firm

FORECAST FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FORECAST FINANCIAL LLC

TRUST BUT VERIFY

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