DJ
David K. Jesiolowski
SIGNAL ADVISORS WEALTH
Ridgeland, MS 39157
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CRD#: 4587501
DJ
Professional summary
David Kai Jesiolowski, who also goes by David K Jesiolowski, David Jesiolowski, is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Ridgeland, Mississippi.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David K Jesiolowski | David Jesiolowski
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) JOURNEY WEALTH STRATEGIES; YES INVESTMENT-RELATED; 1062 HIGHLAND COLONY PARKWAY, RIDGELAND, MS 39157; INSURANCE SALES; FINANCIAL ADVISOR; START DATE 03/2022; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2) CHAMPION ADVISOR; NOT INVESTMENT-RELATED; 150 PINE RIDGE CIRCLE, BRANDON, MS 39047; BOOK DESIGN SERVICES; OWNER; START DATE 01/201; APPROX 4 HRS/MONTH APPROX 0 HRS/MONTH DURING TRADING; BOOK DESIGN, SPEAKING ON OVERCOMING ADVERSITY. JESIOLOWSKI, TAFFER CONSULTING, LLC POSITION: Partner NATURE: Business consulting and coaching for business owners. Ie: Exit/succession planning Corporation structure planning Business evaluations identifying key performance indicators (KPIs) Ongoing coaching on KPIs. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 09/02/2022 ADDRESS: 150 Pine Ridge Circle, Brandon MS 39047, United States DESCRIPTION: Owner. The day to day responsibilities of running the business.
CRS (Client Relationship Summary) - RIA
Click below to view David Kai Jesiolowski'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
September 19, 2023 - Present
SIGNAL ADVISORS WEALTH, LLC
Office #1: 1062 Highland Colony Parkway, Suite 260, Ridgeland, MS 39157RIA
CRD#: 301086
Ridgeland, MS
Past
April 4, 2022 - September 14, 2023
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Ridgeland, MS
Past
April 4, 2022 - January 26, 2023
AE FINANCIAL SERVICES, LLC
BD
CRD#: 298608
Ridgeland, MS
Past
August 9, 2019 - March 15, 2022
APW CAPITAL, INC.
BD
CRD#: 43814
Flowood, MS
Past
July 26, 2019 - March 31, 2022
SOUND FINANCIAL STRATEGIES GROUP, LLC
RIA
CRD#: 286261
FLOWOOD, MS
Past
August 12, 2016 - July 26, 2019
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Brandon, MS
Past
November 6, 2013 - August 4, 2016
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
JACKSON, MS
Past
November 11, 2002 - October 25, 2013
NYLIFE SECURITIES LLC
BD
CRD#: 5167
RIDGELAND, MS
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".
SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS
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
Mississippi(9/19/2023)
IAR
Texas(9/19/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS
CRD#: 301086 / SEC#: 801-127017
RIA
Registered Investment Advisory firm - (12/8/2022 Approved)Upgrade to AdvisorCheck Premium
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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
15
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,250 |
| AUM (Assets Under Management) | $ 1,352,814,108 |
Red Flags
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Company Information
SIGNAL ADVISORS WEALTH, LLC
CRD#: 301086Ridgeland, MS 39157TRUST BUT VERIFY
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