Baton Rouge, LA Sherwood Common Boulevard Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Signal Advisors Wealth, LLC
Multi-team
Firm-wide stats for Signal Advisors Wealth, LLC
About
Signal Advisors Wealth operates a turnkey asset management platform (the “Signal Platform”) that serves independent RIAs, co‑branded investment adviser representatives (IARs), and their retail clients. The firm provides portfolio management, model and third‑party manager access, account monitoring and reporting, and company‑sponsored retirement plan consulting under its TAMP structure.
The firm manages discretionary strategies using a primarily top‑down, tactical asset allocation process with sector rotation and a relative growth/value framework, and supplements those strategies with fundamental, quantitative, and technical analysis. Independent RIAs and Signal Wealth IARs retain responsibility for the client relationship and suitability determinations while Signal Wealth implements trading, rebalancing, and administrative functions under limited discretionary authority on the platform.
Distinctive features include operating a platform that supports several thousand retail accounts, resulting in a higher‑than‑typical client load per advisor compared with many multi‑team peers, and a corporate affiliation with an insurance distribution affiliate (Signal Advisors Insurance). The brochure also discloses a range of transitional and retention arrangements for advisors (including forgivable loans, advances, and warrants) and explicit controls around insurance sales by IARs, which the firm discloses and addresses through policy and client disclosure.
Based on Signal Advisors Wealth, LLC
Expertise
Based on Signal Advisors Wealth, LLC
Location
4600 Sherwood Common Boulevard, Suite 201
Baton Rouge LA 70816
Advisors at this office
3
Advisors at this office
Jason I
Series 65
Baton Rouge, LA
Signal Advisors Wealth, LLC
Jason Inman is a financial advisor at Signal Advisors Wealth, LLC with 22 years of industry experience. He holds a Series 65 designation and has previously worked at Level Four Advisory Services, LPL Financial, OneAmerica Securities, and American United Life. Inman is also involved in non-investment-related insurance activities through Legacy Wealth Partners and Level Four Insurance Services. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their clients, offering portfolio management, model access, and retirement plan consulting. The firm employs a primarily top-down, tactical asset allocation strategy supplemented by fundamental, quantitative, and technical analysis.
Jason D
Series 63, Series 65
Baton Rouge, LA
Signal Advisors Wealth, LLC
Jason Doise is a financial advisor with Signal Advisors Wealth, LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, having previously worked at Level Four Financial, LPL Financial, OneAmerica Securities, and American United Life. He is also involved in business consulting through Level Four Business Solutions. Signal Advisors Wealth operates a turnkey asset management platform that supports independent RIAs and co-branded investment adviser representatives, providing portfolio management and retirement plan consulting services. The firm emphasizes a tactical asset allocation approach combined with fundamental, quantitative, and technical analysis while allowing advisors to maintain client relationships and suitability decisions.
Raymond P
CFP®, Series 63, Series 65
Baton Rouge, LA
Signal Advisors Wealth, LLC
Raymond Panquerne is a CFP® professional with 18 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has prior experience at Legacy Wealth Partners, Level Four Advisory Services, and CFG Advisors LLC. Outside of his advisory role, he is an insurance agent and a partner in a real estate investment venture. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs and co-branded investment adviser representatives, providing portfolio management and retirement plan consulting with a primarily top-down, tactical asset allocation approach.
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