David Jesiolowski
David Jesiolowski is a registered investment advisor at Signal Advisors Wealth, LLC, based in Ridgeland, MS, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,257 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0%. Fees may vary based on the size of the account, number of accounts, complexity of the portfolio, extent of activity in the account, or other factors agreed upon. Fees are negotiable in certain circumstances.
Fee Estimator
Location
1062 Highland Colony Parkway, Suite 260, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David works full-time as a financial advisor selling insurance through Journey Wealth Strategies since March 2022. He also owns Champion Advisor, providing book design services and speaking engagements, and is a partner in Jesiolowski, Taffer Consulting, LLC, a business consulting and coaching firm, dedicating minimal time to each.
Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
Ae Financial Services, LLCBroker
Apw Capital, INC.Broker
Sound Financial Strategies Group, LLC
Oneamerica Securities, INC.Broker
Park Avenue Securities LLCBroker
Nylife Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.