Unclaimed Profile

Jonathan Michael Fortin

HERITAGE WEALTH ADVISORS, LLC·RICHMOND, Virginia

Series 7, Series 63, Series 65, Series 66Clean record18 years registeredHERITAGE WEALTH ADVISORS, LLC

919 EAST MAIN STREET, RICHMOND, VA 23219CRD# 2961930Firm CRD# 137484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Michael Fortin · RICHMOND, VA

Registration

CRD #2961930 · HERITAGE WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MARINER WEALTH

Dec 2023 – present

HERITAGE WEALTH ADVISORS

Feb 2019 – Aug 2020

RICHMOND, VA

FIRSTRUST

Mar 2014 – Dec 2015

DAYTONA BEACH, FL

THE AYCO COMPANY,L.P.

Aug 2010 – Feb 2014

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Jun 2008 – Apr 2010

ROME, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · June 11, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE WEALTH ADVISORS, LLC

CRD 137484 · SEC 801-64803

AUM

$4.0B

Regulatory assets under management

Employees

1,493 client accounts

Services offered by HERITAGE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HERITAGE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Michael Fortin offer?

Jonathan Michael Fortin specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RICHMOND, Virginia for a consultation.

What are Jonathan Michael Fortin's credentials?

Jonathan Michael Fortin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Michael Fortin located?

Jonathan Michael Fortin is based in RICHMOND, Virginia, working with HERITAGE WEALTH ADVISORS, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Jonathan Michael Fortin charge for services?

Jonathan Michael Fortin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE WEALTH ADVISORS, LLC?

HERITAGE WEALTH ADVISORS, LLC has approximately 35 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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