John Heilman is not listed as a control person, but directly owns between 25% and 50% of MH & Associates Securities Management. John Heilman holds a Bachelor of Science in Finance from California State University at Los Angeles.
MH & Associates Securities Management is an investment adviser based in Carlsbad, CA, registered with the SEC since 1981. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $200 million, as filed on 31 August 2026. Its fees, ownership and offices are on the firm’s profile.
John Heilman is President - Portfolio Manager of MH & Associates, based in Carlsbad. In June 1981, while Manager of Investments for GK Technologies, he left to form MH & Associates. Earlier he was portfolio manager and a member of the Investment Committee at Automation Industries, with responsibilities including research analysis and securities trading.
- CRD
- 4393033
- Firm
- MH & Associates Securities Management · CRD 110516
- Role
- President, CCO, Chief Financial Officer, Chief Investment Officer & Secretary
- In role since
- July 1981 · 45 years
- Control person
- Not listed
- Direct ownership
- 25% to 50%
- Firm headquarters
- Carlsbad, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mhinvestments.net
Where does John Heilman work?
John Heilman has been President, CCO, Chief Financial Officer, Chief Investment Officer & Secretary of MH & Associates Securities Management Corp since July 1981.
How can I verify John Heilman’s record?
John Heilman’s role is listed on MH & Associates Securities Management Corp’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110516.
Andrew HeilmanVice President
Daniel MeichelbockVice President- Lara HeilmanManager