Jonathan Heise
Forecast Financial · Newberry, Florida
Jonathan Heise is a fee-only financial advisor at Forecast Financial in Newberry, Florida. Forecast Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Forecast Financial |
|---|---|
| Based in | Newberry, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $9.7M across 49 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5911913 |
| Exams passed | Series 63 (2011) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Jonathan's firm compares
- Forecast Financial's average account is about $197,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Jonathan
Is Jonathan Heise a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Forecast Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Forecast Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Heise based?
Jonathan Heise is based in Newberry, Florida.
Is Jonathan Heise registered with the SEC?
Yes. Jonathan Heise is registered as an investment adviser representative in FL (CRD 5911913), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Forecast Financial manage?
Forecast Financial reports $9.7M across 49 accounts in assets under management.
How do I contact Jonathan Heise?
Contact details aren't on file yet. Search for Forecast Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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