John Joseph Heck

Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

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

• 02/2010 → 02/2020
  Adagio Capital Advisors, Inc.
  Ft. Myers, FL
• 02/2020 → 12/2025
  Protection Point Advisors
  Fort Myers, FL
• 01/2026 → Present
  Avior Wealth Management, Llc
  Fort Myers, FL

Previous Registrations

• 2020-08-12 → 2025-12-31
  Protection Point Advisors
  Fort Myers, FL
  Roseville, CA
• 2010-04-27 → 2021-12-31
  Adagio Capital Advisors, Inc
  Fort Myers, FL
  Fort Myers, FL
• 2008-06-25 → 2010-01-28
  S.H. Capital Management Corp.
  Boca Raton, FL

Other Businesses

1)ADAGIO FINANCIAL GROUP, INC.; INVESTMENT-RELATED; FT. MYERS, FL; LIFE AND FIXED ANNUITY; PRESIDENT; 2/2010; 20 HRS/MO. SPENT IN THIS BUSINESS; SALES AND MARKETING SELF EMPLOYED; INVESTMENT-RELATED; FT. MYERS, FL; INSURANCE SERVICES; INSURANCE AGENT; 02/2000.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-05
• S63 Uniform Securities Agent State Law Examination
  1994-03-03