John R. Heath

SIGNAL ADVISORS WEALTH

BATON ROUGE, LA

Some features on this profile are disabled

CRD#: 4048213

Professional summary

John Ryan Heath, who also goes by Ryan Heath, is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Baton Rouge, Louisiana.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Heath

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.

(1) Rhino Ventures LLC: Investment-Related, 5904 Six Parks Road, Raleigh, NC, 27609, Real Estate, LLC Member, Not Employed, Approximate number of hours per month comes to about 1 Hour, Real Estate Holding Co. (2) Griffin & Heath Properties, LLC, not investment-related, P.O. Box 31681, Raleigh, NC, 27122, Partner, Manage financial for private real estate investment, Approximate hours per month comes to about 3 hours, Real Estate Purchase. (3) MRF Marketing, C-Corp, 5904 Six Parks Road, Raleigh, NC, 27622, President, Manage marketing activities for personal brand, approximate hours per month comes to about 5 hours, Marketing Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Ryan Heath's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 20, 2023 - Present

SIGNAL ADVISORS WEALTH, LLC

RIA

CRD#: 301086

BATON ROUGE, LA

Past

January 29, 2024 - September 24, 2024

FJ SHAW WEALTH MANAGEMENT LLC

RIA

CRD#: 328659

DETROIT, MI

Past

February 12, 2015 - July 19, 2022

COPPERLEAF CAPITAL, LLC

RIA

CRD#: 117823

RALEIGH, NC

Past

June 30, 2010 - February 12, 2015

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

RALEIGH, NC

Past

June 25, 2010 - February 12, 2015

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

RALEIGH, NC

Past

November 19, 2009 - May 27, 2010

TLG ADVISORS, INC.

RIA

CRD#: 111052

RALEIGH, NC

Past

November 19, 2009 - May 27, 2010

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

September 27, 2007 - August 8, 2008

J.W. COLE FINANCIAL, INC.

CRD#: 124583

BATON ROUGE, LA

Past

March 18, 2005 - November 17, 2005

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

October 11, 2002 - September 17, 2004

WADDELL & REED

RIA

CRD#: 866

BATON ROUGE, LA

Past

October 11, 2002 - September 17, 2004

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

October 16, 2000 - October 21, 2002

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

Past

April 13, 2000 - September 27, 2000

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

April 13, 2000 - September 27, 2000

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

January 28, 2000 - April 28, 2000

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

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".

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086 / SEC#: 801-127017

RIA

Registered Investment Advisory firm - (12/8/2022 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

Louisiana
(1/27/2025)

IAR

Michigan
(3/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/23/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/2/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/12/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/13/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/27/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/14/2003

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 11/7/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086 / SEC#: 801-127017

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1555 Broadway St, Detroit, MI 48226

Mailing Address

Phone number

+1 (866) 774-4625

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNAL ADVISORS WRAP FEE BROCHURE (10/1/2025)

ADV PART 2A BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,250
AUM (Assets Under Management)	$ 1,352,814,108

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John R. Heath

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Ryan Heath's CRS (Customer Relationship Summary).

Certified licenses

Experience

FJ SHAW WEALTH MANAGEMENT LLC

COPPERLEAF CAPITAL, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

J.W. COLE FINANCIAL, INC.

QUEST CAPITAL STRATEGIES, INC.

WADDELL & REED

WADDELL & REED

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

SIGNAL ADVISORS WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2008

Series 63

Date: 7/2/2001

SIE

Date: 2/12/2015

Series 7

Date: 1/13/2003

Series 6

Date: 1/27/2000

Series 24

Date: 4/14/2003

Series 26

Date: 11/7/2001

Current Firm

SIGNAL ADVISORS WEALTH, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNAL ADVISORS WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors