JR
Jason Rindskopf
SIGNAL ADVISORS WEALTH
HUNTERSVILLE, NC 28078
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CRD#: 7225743
JR
Professional summary
Jason Rindskopf is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Huntersville, North Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jason has worked at 3 firms and has passed the Series 65 exam.
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.
1.) TWO WATERS WEALTH MANAGEMENT; YES, INVESTMENT RELATED; 9820 NORTHCROSS CENTER CT. SUITE 72, HUNTERSVILLE, NC 28078; INSURANCE SALES; OWNER/PRINCIPLE; START DATE 08/2018; APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) JASON RINDSKOPF; YES, INVESTMENT RELATED; 15707 PRESTWOODS LN, HUNTERSVILLE, NC 28078; SURVIVE THE CRASH; BOOK AUTHOR; START DATE 05/2019; APPROX 00 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; AUTHORED BOOK.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Rindskopf'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
August 30, 2024 - Present
SIGNAL ADVISORS WEALTH, LLC
Office #1: 9820 Northcross Center Ct. Suite 72, Huntersville, NC 28078RIA
CRD#: 301086
HUNTERSVILLE, NC
Past
October 20, 2021 - August 29, 2024
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Huntersville, NC
Past
February 4, 2020 - October 20, 2021
ADVISORY ALPHA, LLC
RIA
CRD#: 158282
Huntersville, NC
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
North Carolina(8/30/2024)
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
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
