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Heritage Wealth Managers Employee Directory

Financial ServicesHawaii, United States2-10 Employees

Heritage Wealth Managers is a small financial services firm based in Kailua Kona, Hawaii, offering comprehensive financial guidance. John Czajkowski serves as a registered principal and branch manager, overseeing ethics and careers of other advisers, and also acts as an investment adviser representative; securities are offered through Securities America, Inc., while advisory services are provided via Securities America Advisors, Inc., with Heritage Wealth Managers and Securities America operating as unaffiliated entities.

The firm maintains a content-driven approach, publishing ideas aimed at supporting clients' lifestyle goals, with new content posted Monday through Thursday. It operates within the financial services industry, serving individuals seeking structured financial planning and investment guidance. The accompanying disclosures note that site content is informational and that third-party comments may not be verified or representative of client experiences.

Find Heritage Wealth Managers employees' phone numbers or email addresses

Heritage Wealth Managers Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Heritage Wealth Managers's Leadership

  • Stylized image of a person
    J. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B. G.
    Lpl Registered Principal
    Phone icon
    Mobile Phone

Heritage Wealth Managers Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Heritage Wealth Managers

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. C.
    Owner
    Phone icon
    Mobile Phone
    United StatesHawaii
    Apr 16, 2026
  • Stylized image of a person
    S. B. G.
    Lpl Registered Principal
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Feb 16, 2026

Frequently Asked Questions

What is Heritage Wealth Managers known for?

Minus sign iconPlus sign iconHeritage Wealth Managers was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-800-523-****
. Explore Heritage Wealth Managers's company overview page for more information.

What is Heritage Wealth Managers's most common email format?

Minus sign iconPlus sign iconHeritage Wealth Managers employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Wealth Managers email formats with LeadIQ.

How many employees does Heritage Wealth Managers have currently?

Minus sign iconPlus sign iconHeritage Wealth Managers has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Heritage Wealth Managers's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Heritage Wealth Managers's key employees include:

  • Owner: J. C.
  • Lpl Registered Principal: S. B. G.

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