John Heaney has been an investment adviser representative at Latitude Advisors since January 2010, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
John Heaney’s longest registration is the current one, 16 years at GWN Securities Inc. since 2010. Before joining Latitude Advisors in 2010, John Heaney was registered through Medallion Advisory Services, LLC and Waddell & Reed, Inc.
- GWN Securities Inc.Also current– present · 16 yearsLaconia, NH · Adviser representative and broker · Firm CRD 128929
- Latitude Advisors, LLCCurrent– present · 16 yearsLaconia, NH · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 3 yearsLaconia, NH · Adviser representative · Firm CRD 113788
- Waddell & Reed, Inc.– · 4 yearsWaltham, MA · Adviser representative · Firm CRD 866
Investment adviser representative registrations
John Heaney is registered as an investment adviser representative in 2 states. The first approvals date from January 2010; the most recent is Florida, in July 2022.
- FloridaSince 15 July 2022
- New HampshireSince 6 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 21 February 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 April 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 April 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Joseph Heaney
- CRD
- 4145069
- Firm
- Latitude Advisors · CRD 151001
- Office
- Laconia, NH
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does John Heaney work?
John Heaney is an investment adviser representative registered through Latitude Advisors, LLC since January 2010, and is not listed among the firm’s executive officers or direct owners.
Is John Heaney a financial advisor?
Yes. John Heaney has a current investment-adviser registration in Florida and New Hampshire, through Latitude Advisors since January 2010.
How many years of experience does John Heaney have?
John Heaney has 26 years in the financial industry, since April 2000, across 4 adviser firms.
What exams has John Heaney passed?
John Heaney has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 26. The earliest, the Series 6, was passed in April 2000. FINRA credited John Heaney with the SIE, which began in October 2018.
Where did John Heaney work before Latitude Advisors?
Before Latitude Advisors, John Heaney was registered through Medallion Advisory Services, LLC, January 2006 to December 2009; Waddell & Reed, Inc., February 2001 to January 2006.
Where is John Heaney based?
John Heaney’s registered office is in Laconia, NH.
Is John Heaney registered with FINRA?
Yes. John Heaney has a current broker registration, under CRD 4145069.
Source: FINRA BrokerCheck
How can I verify John Heaney’s record?
Search CRD 4145069 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish John Heaney’s full registration record.