John Joseph Shea

Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
RETIREMENT PLANNING CONSULTATIONS

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

Current Employers

First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2015-01-07

TX RA
APPROVED

Since 2015-01-07

Branch Locations

Denton, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Shea Wealthcare	Denton	TX	04/2012	Present

04/2012 → Present

Shea Wealthcare

Denton, TX

Previous Registrations

2006-05-11 → 2014-12-31

Planmember Securities Corporation

Denton, TX

Dallas, TX

Carpinteria, CA

Denton, TX

San Marcos, CA

Other Businesses

- SHEA UNLIMITED, LLC SERIES 1 DBA SHEA WEALTHCARE; 3939 TEASLEY LANE, #243 - INDPENDENT INSURANCE AGENT THROUGH TRIQUEST USA, DENTON TX, INSURANCE SERVICES, 4/2012 OWNER, 50 HRS/MONTH. 15 HRS/ MONTH DURING TRADING HOURS - EXCEL EMPIRE CORP, NOT INVESTMENT RELATED, WEST PALM BEACH, FL, REFERRAL FOR TAX SERVICES, 10/2025

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-05-10
S63	Uniform Securities Agent State Law Examination	1985-01-21

S65 Uniform Investment Adviser Law Examination

2006-05-10
S63 Uniform Securities Agent State Law Examination

1985-01-21

Other Names

Jack Shea

View on SEC IAPD