JH
John M. Hea
ACKERMAN CAPITAL MANAGEMENT
Dallas, TX 75225
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CRD#: 2916249
JH
Professional summary
John Michael Hea, who also goes by Johnny Hea, is a registered financial advisor currently at ACKERMAN CAPITAL MANAGEMENT located in Dallas, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Johnny Hea
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
the name of the other business: AMONKEYS, LLC; whether the business is investment-related: No; the address of the other business: 458 Lovers Lane, Dallas TX 75225; the nature of the other business: Marketing; your position, title, or relationship with the other business: Managing Member; the start date of your relationship: 1/23/2019; the approximate number of hours/month you devote to the other business: 0; the number of hours you devote to the other business during securities trading hours: 0; briefly describe your duties relating to the other business: 6.I design the logos, purchase apparel, work with company that does the screen printing and embroidery to create the finished product. I then display and sell these products at my fishing club.
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Hea's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 30, 2013 - Present
ACKERMAN CAPITAL MANAGEMENT
Office #1: 5956 Sherry Lane Suite 1600, Dallas, TX 75225RIA
CRD#: 123824
Dallas, TX
Past
April 25, 2012 - December 31, 2012
ACKERMAN CAPITAL MANAGEMENT
RIA
CRD#: 123824
DALLAS, TX
Past
April 1, 2004 - March 1, 2007
MARTIN & COMPANY INVESTMENT COUNSEL
RIA
CRD#: 108718
KNOXVILLE, TN
Past
July 23, 1997 - October 11, 1999
HILLTOP SECURITIES INC.
BD
CRD#: 6220
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ACKERMAN CAPITAL MANAGEMENT
ACKERMAN CAPITAL ADVISORS, LLC | ACKERMAN CAPITAL MANAGEMENT, LP | ACKERMAN CAPITAL MANAGEMENT
CRD#: 123824 / SEC#: 801-61595
RIA
Registered Investment Advisory firm - (11/13/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/30/2013)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AC
ACKERMAN CAPITAL MANAGEMENT
ACKERMAN CAPITAL ADVISORS, LLC | ACKERMAN CAPITAL MANAGEMENT, LP | ACKERMAN CAPITAL MANAGEMENT
CRD#: 123824 / SEC#: 801-61595
RIA
Registered Investment Advisory firm - (11/13/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5956 Sherry Lane Suite 1600, Dallas, TX 75225
Mailing Address
Phone number
(214) 361-5383
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 535 |
| AUM (Assets Under Management) | $ 477,172,304 |
Red Flags
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Company Information
ACKERMAN CAPITAL MANAGEMENT
CRD#: 123824Dallas, TX 75225TRUST BUT VERIFY
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