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John Ryan Heath

Investment adviser representative at Signal Advisors Wealth, LLC
11 yearsExperience
2 statesRegistered in
$1.7BFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Fj Shaw Wealth Management, LLCAug 2023 to now
  2. Signal Advisors Wealth, LLCJul 2022 to now
  3. Copperleaf Capital, LLCJan 2015 to Jul 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (LA, MI).

Signal Advisors Wealth, LLC

$1.7BAssets managed
4,816Clients
47Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4048213
Firm CRD
301086
Advisor's SEC record (opens in a new tab)
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