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JD

Jason A. Doise

SIGNAL ADVISORS WEALTH
BATON ROUGE, LA 70816
CRD#: 4595179
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JD
Jason Ashley DoiseSIGNAL ADVISORS WEALTH

Professional summary

Jason Ashley Doise is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Baton Rouge, Louisiana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ashley Doise'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 11, 2026 - Present

SIGNAL ADVISORS WEALTH, LLC

Office #1: 4600 Sherwood Common Boulevard Suite 201, Baton Rouge, LA 70816
RIA
CRD#: 301086
BATON ROUGE, LA
Past

March 1, 2021 - March 11, 2026

LEVEL FOUR FINANCIAL, LLC

BD
CRD#: 25700
Baton Rouge, LA
Past

June 15, 2017 - March 11, 2026

LEVEL FOUR ADVISORY SERVICES

RIA
CRD#: 134086
BATON ROUGE, LA
Past

June 12, 2017 - March 8, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
BATON ROUGE, LA
Past

October 27, 2009 - June 9, 2017

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
Baton Rouge, LA
Past

October 5, 2009 - June 9, 2017

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
Baton Rouge, LA
Past

September 27, 2007 - August 18, 2009

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
BATON ROUGE, LA
Past

March 1, 2005 - October 8, 2007

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

January 2, 2003 - December 31, 2004

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
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".
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
Louisiana
(3/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/3/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/11/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 22
Date: 2/2/2009
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/24/2002
Investment Company Products/Variable Contracts Representative Examination

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)
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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)

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 Accounts10,250
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.

Company Information

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086Baton Rouge, LA 70816

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