John
Heath

Signal Advisors Wealth, LLC

CRD#4048213
Investment Advisor
in Baton Rouge, LA

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About this Advisor

John Heath is a financial advisor based in Baton Rouge, Louisiana, working with Signal Advisors Wealth, LLC. John has previously held positions at Gf Investment Services, LLC, Copperleaf Capital, LLC, Fj Shaw Wealth Management LLC, Signal Advisors Wealth, LLC, Global Financial Private Capital, LLC, and North State Financial Services. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, John is part of Signal Advisors Wealth, LLC, which operates out of Baton Rouge, Louisiana. The firm has 11 offices and 13 employees. The firm manages assets totaling $465.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Signal Advisors Wealth, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Baton Rouge, LA

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Signal Advisors Wealth, LLC Brokerage Details

Total Assets Under Management

$465,265,698

LA Average: $943,424,332
Total Number of Employees

13

LA Average: 21
Total Number of Accounts

5,217

LA Average: 1,586
Average Account Size

$89,183

LA Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Heath Work History

2023 - Present (1 year)

Fj Shaw Wealth Management LLC

2023 - Present (1 year)

Signal Advisors Wealth, LLC

2022 - Present (2 years)

Signal Advisors Wealth, LLC

2015 - 2022 (7 years)

Copperleaf Capital, LLC

2010 - 2015 (5 years)

Gf Investment Services, LLC

2010 - 2015 (5 years)

Global Financial Private Capital, LLC

2010 - 2016 (6 years)

North State Financial Services

Disclosures

Please visit the SEC profile of John Heath to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Signal Advisors Wealth, LLC

Alexander Santa
Ocala, FL
Josef Waltenbaugh
Detroit, MI
David Jesiolowski
Ridgeland, MS
Jacob Holaday
Ridgeland, MS
Paul Buckle
Detroit, MI
Patrick Kelly
Birmingham, MI
Kyle Booras
Elkhorn, NE
Joshua Taffer
Ridgeland, MS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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