Jonathan Andrew Heras
Investment Adviser Representative at Guide Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Andrew Heras is an investment adviser representative with Guide Advisors, Inc. in Coeur D'alene, ID, where they have been registered since 2016. They have worked in the securities industry since 2010 and have been registered with 3 firms, including PARK Avenue Securities LLC and AXA Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Idaho and Texas.
Registrations & licenses
- Investment adviser:
- Idaho, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jonathan Heras, sole proprietorJun 2012 – Jun 2020Bothell, WA
- Guide Advisors, Inc. fka Geer Financial Group, Inc.Aug 2016 – no end date reportedCoeur D'Alene, ID
- Jonathan Heras, sole proprietorJun 2021 – no end date reportedCoeur D'Alene, ID
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Guide Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.0099
- First $1,000,0000.99%
- Next $3,000,0000.85%
- Remainder over $4,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Coeur D'alene, ID
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Andrew Heras has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched