Joshua Harrison Taffer
Investment adviser representative at Signal Advisors Wealth, LLC
10 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
10 years in the industry.
- Signal Advisors Wealth, LLCSep 2023 to now
- Jesiolowski Taffer Consulting LLCSep 2022 to now
- Journey Wealth StrategiesMar 2022 to now
- Ae Financial Services, LLCApr 2022 to Sep 2023
- Ae Wealth Management, LLCApr 2022 to Sep 2023
- Apw Capital, Inc.Jul 2020 to Mar 2022
- Sound Financial Strategies Group, LLCJul 2020 to Mar 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2020
- Wells Fargo Bank NAJul 2016 to Jun 2020
- Wells Fargo Advisors, LLC.Jul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
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
- 6413955
- Firm CRD
- 301086