Jason Dittberner has been an investment adviser representative at Heffernan Advisory since May 2016, and is not listed among the firm’s executive officers or direct owners. Jason Dittberner studied at Loma Linda University.
Heffernan Advisory, Inc. is a Flagstaff, AZ firm with $410M under management, 357 clients and 5 advisers across 8 offices, as of its August 2026 filing.
Jason Dittberner is Wealth Management Advisor of Heffernan Advisory. A former medical professional and business owner, he owned a dental office for 20 years after graduating from Loma Linda University in 1999. He served as Northern Arizona President of the Arizona Dental Association and for six years on the board of directors of Delta Dental of Arizona.
Jason Dittberner’s longest registration is the current one, 10 years at Geneos Wealth Management, Inc. since 2016.
- Geneos Wealth Management, Inc.Also current– present · 10 yearsAdviser representative · Firm CRD 120894
Investment adviser representative registrations
Jason Dittberner is registered as an investment adviser representative in 9 states, as a resident of Texas. The first approvals date from April 2016; the most recent is Minnesota, in May 2025.
- AlaskaSince 7 May 2024
- ArizonaSince 26 April 2016
- FloridaSince 8 May 2024
- IllinoisSince 6 November 2023
- MichiganSince 1 November 2023
- MinnesotaSince 15 May 2025
- MississippiSince 31 January 2024
- North CarolinaSince 31 October 2023
- TexasResidentSince 8 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 March 2016 |
| Series 7 | General Securities Representative Examination | 24 February 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason J Dittberner
- CRD
- 6613437
- Firm
- Heffernan Advisory · CRD 116771
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- heffernanfinancial.com
Where does Jason Dittberner work?
Jason Dittberner is an investment adviser representative registered through Heffernan Advisory, Inc. since May 2016, and is not listed among the firm’s executive officers or direct owners.
Is Jason Dittberner a financial advisor?
Yes. Jason Dittberner has a current investment-adviser registration in Alaska, Arizona, Florida, Illinois, Michigan, Minnesota, Mississippi, North Carolina and Texas, through Heffernan Advisory since May 2016.
How many years of experience does Jason Dittberner have?
Jason Dittberner has 10 years in the financial industry, since February 2016, across 2 adviser firms.
What exams has Jason Dittberner passed?
Jason Dittberner has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2016. FINRA credited Jason Dittberner with the SIE, which began in October 2018.
Is Jason Dittberner registered with FINRA?
Yes. Jason Dittberner has a current broker registration, under CRD 6613437.
Source: FINRA BrokerCheck
How can I verify Jason Dittberner’s record?
Search CRD 6613437 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jason Dittberner’s full registration record.
