Heritage Wealth Managers Employee Directory

Q: What is Heritage Wealth Managers known for?

Heritage Wealth Managers was founded in 1993. Heritage Wealth Managers operates in the Financial Services industry.

Q: How many employees does Heritage Wealth Managers have currently?

Heritage Wealth Managers has approximately 2 employees.

Financial ServicesHawaii, United States2-10 Employees

As a comprehensive financial advisory firm, the purpose of this page is to provide you with meaningful content designed to enhance your lifestyle.  To assist in accomplishing this goal you will find fresh ideas posted Monday through Thursday.  We look forward to receiving your feedback!

John Czajkowski is a registered principal (branch manager) overseeing the careers & ethics of other financial advisors. He is also an investment advisor representative. He offers securities through Securities America, Inc., a registered broker/dealer & member of FINRA (www.FINRA.org) / SIPC (www.SIPC.org). Advisory services are offered through Securities America Advisors, Inc. His firm, Heritage Wealth Managers, & Securities America are unaffiliated companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Find Heritage Wealth Managers employees' phone numbers or email addresses

Heritage Wealth Managers Global Highlights

North America
5

United States Of America
5

Heritage Wealth Managers's Leadership

J. C.
Owner
Mobile Phone
Email
S. B. G.
Lpl Registered Principal
Mobile Phone
Email

Heritage Wealth Managers Employee Metrics

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Contact profiles from Heritage Wealth Managers

Name

Title

Contact Info

Location

Last Update

J. C.
Owner
Mobile Phone
Email
United StatesHawaii
Nov 16, 2025
S. B. G.
Lpl Registered Principal
Mobile Phone
Email
United StatesMassachusetts
Feb 16, 2026

Frequently Asked Questions

What is Heritage Wealth Managers known for?

Heritage Wealth Managers was founded in 1993 operates in the Financial Services industry. The company's main headquarters is located in 73-143 Kukuna Street Kailua Kona, Hawaii 96740 United States; 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?

Heritage 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?

Heritage Wealth Managers has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

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

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