John He

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2023 → Present
  Florida Financial Advisors
  Miami Lakes, FL
• 05/2022 → 08/2022
  Biotissue
  Miami, FL
• 08/2019 → 05/2023
  University Of Florida
  Gainesville, FL
• 08/2017 → 06/2019
  School For Advanced Studies South
  Miami, FL
• 08/2015 → 06/2017
  Terra Environmental Research Institute
  Miami, FL
• 06/2024 → Present
  Trinity Wealth Securities, Llc
  Miami Lakes, FL

Other Businesses

Florida Financial Advisors. Investment Related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 05/2023. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance. Not Investment Related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. Nature of Business: Fixed Insurance Sales. 05/2023. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. Nature of Business: Securities Sales. Position: Securities Sales. Start Date: 06/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Trading Card Sales. Not Investment Related. Miami, FL 33173. Nature of Business: Trading Card Sales. Position: Sole Proprietor. Start Date: 08/2019. Hours per Month: 20. Hours per Month During Trading Hours: 0. US Property Insurance LLC. Investment related. 15500 New Barn Rd, Suite 201, Miami Lakes, FL 33014. Nature of business: Property and Casualty Insurance Agency. Position: P&C Agent. Hours per month: 5. Hours per month trading: 5. Start date: 5/2026. Duties: Offer P&C coverage to clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-12-28
• S65 Uniform Investment Adviser Law Examination
  2023-04-22

Designations

• Certified Financial Planner