John Ryan Heath

Employer firm

Signal Advisors Wealth, LLC CRD 301086

$1.69B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 07/2022
  Copperleaf Capital, Llc
  Raleigh, NC
• 03/2023 → Present
  Signal Advisors Wealth, Llc
  Baton Rouge, LA
• 08/2023 → 09/2024
  Fj Shaw Wealth Management Llc
  Detroit, MI
• 07/2022 → Present
  Signal Advisors Wealth, Llc
  Baton Rouge, LA
• 01/2024 → Present
  Fj Shaw Wealth Management, Llc
  Detroit, MI

Previous Registrations

• 2024-01-29 → 2024-09-24
  Fj Shaw Wealth Management Llc
  Detroit, MI
• 2015-02-12 → 2022-07-19
  Copperleaf Capital, Llc
  Clover, SC
• 2010-06-30 → 2015-02-12
  Global Financial Private Capital, Inc.
  Raleigh, NC
  Sarasota, FL
• 2009-11-19 → 2010-05-27
  Tlg Advisors, Inc.
  Raleigh, NC
  Summit, NJ
• 2002-10-11 → 2004-09-17
  Waddell & Reed
  Baton Rouge, LA

Other Businesses

(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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-23
• S63 Uniform Securities Agent State Law Examination
  2001-07-02

Other Names

• Ryan Heath