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Jason D. Heakins

OAKMONT INVESTMENT ADVISORS, INC.·PITTSBURGH, Pennsylvania
SIE, Series 65Clean record14 years registeredOAKMONT INVESTMENT ADVISORS, INC.
731 S. AIKEN AVE, PITTSBURGH, PA 15232CRD# 6069022Firm CRD# 111095

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason D. Heakins · PITTSBURGH, PA
Registration
CRD #6069022 · OAKMONT INVESTMENT ADVISORS, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

OAK TREE INVESTMENT ADVISORS
May 2012 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · May 24, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095 · SEC 801-113803
AUM
$150M
Regulatory assets under management
Employees
2
211 client accounts
Services offered by OAKMONT INVESTMENT ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at OAKMONT INVESTMENT ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Jason D. Heakins offer?
Jason D. Heakins specializes in Investment Management, Fee-Only Advisory. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Jason D. Heakins's credentials?
Jason D. Heakins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason D. Heakins located?
Jason D. Heakins is based in PITTSBURGH, Pennsylvania, working with OAKMONT INVESTMENT ADVISORS, INC.. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Jason D. Heakins charge for services?
Jason D. Heakins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKMONT INVESTMENT ADVISORS, INC.?
OAKMONT INVESTMENT ADVISORS, INC. has approximately 2 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKMONT INVESTMENT ADVISORS, INC.

Ronald Edward Heakins
PITTSBURGH, PA

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