Advisor at Heffernan Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Heffernan Advisory, Inc.
Location
Phoenix, AZ 85016
Credentials
Series 66
Industry experience
10 years
Jason Dittberner is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding a Series 66 designation and ten years of industry experience. Prior to his financial advisory career, he practiced dentistry for 20 years. He is also a speaker with the Association of Financial Educators and owns JD Financial Services LLC. Heffernan Advisory serves individual, family, and entity clients, providing discretionary portfolio management through its Investment By Design™ program along with financial planning and consulting services. The firm employs modern portfolio theory with customizable model portfolios primarily using mutual funds and ETFs, managing accounts on a discretionary basis.
Based on Heffernan Advisory, Inc.
Based on Heffernan Advisory, Inc.
Financial planning fees range from $250 to $10,000 depending on complexity and services.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Commissions charged by Gĕneos for securities transactions; no advisory fee charged in addition to commissions for such products.
2525 East Arizona Biltmore Circle, Suite C 131
Phoenix, AZ 85016
Alaska · Arizona · Florida · Illinois · Michigan · Minnesota · Mississippi · North Carolina · Texas
RIA DBA Heffernan Advisory, Inc. DBA Heffernan Financial
2025 - Present (1 year)
Geneos Wealth Management Inc
2016 - Present (10 years)
Ascendant Financial Solutions
2016 - 2025 (9 years)
Jason Dittberner DDS
2000 - 2020 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Other specialized services
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
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Series 63, Series 65
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Series 65
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