Ridgeland, MS 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
1062 Highland Colony Parkway, Suite 260
Ridgeland MS 39157
Advisors at this office
2
Advisors at this office
Joshua T
Series 66
Ridgeland, MS
Signal Advisors Wealth, LLC
Joshua Taffer is a financial advisor at Signal Advisors Wealth, LLC with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Wells Fargo and AE Wealth Management, as well as ownership of Jesiolowski Taffer Consulting LLC, which provides business consulting and coaching services. Outside of financial advising, he is the head coach of the Mississippi Futbol Club. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting a high client load per advisor through its platform.
David J
Series 63, Series 66
Ridgeland, MS
Signal Advisors Wealth, LLC
David Jesiolowski is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His work history includes roles at AE Wealth Management, APW Capital, and OneAmerica Securities. Outside of investment advising, he owns a book design and speaking business focused on overcoming adversity and is a partner at Jesiolowski, Taffer Consulting, LLC, providing business consulting and coaching services. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their clients. The firm offers discretionary portfolio management using a primarily top-down tactical asset allocation process alongside fundamental, quantitative, and technical analysis.
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