Jon R Heischman

Independence Capital CO., INC.

21 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Insurance Planning

Independence Capital CO., INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

295 clients

Average Client Portfolio

$339K average

Assets Under Management

$99.9M

Location

5579 Pearl Road, Suite 100, Parma, OH, 44129

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History

Regulatory History (1)

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Customer Dispute

February 2025

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jon is an insurance agent selling fixed life, health, annuity, disability, long-term care, and health insurance since 2002. This takes about 10-20% of his time, and he receives commission-based compensation. He also flips real estate houses for commission.

Employment History

Current Registrations

Independence Capital CO., INC.

November 2013 - Present · 12 yrs 3 mos

Independence Capital CO., INC.Broker

October 2004 - Present · 21 yrs 4 mos

Previous Registrations

Northwestern Mutual Investment Services, LLCBroker

August 2002 - January 2003 · 5 mos

State Registrations3 states

IDNYOH

AdvisorBrokerBoth

Exams

No exam information available for this advisor.