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John Joseph Heck

Protection Point Advisors

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About John Joseph Heck

John Joseph Heck is an investment advisor representative with Protection Point Advisors. John is registered with the state of Florida and has been in the industry since 1994. John has a Series 63 and Series 65 licenses and a Series 7 license as well. John is a specialist in Retirement Planning, College Savings, and other Financial planning needs. John is also an insurance agent and provides insurance services. John has held positions with Adagio Financial Group, Inc., Self Employed, Adagio Capital Advisors, Inc., Financial Benefits Alliance, and EWG Elevate Inc. John is a licensed insurance agent with experience in Life and Fixed Annuity, as well as Insurance Services. John holds a designation as a Registered Representative and Investment Adviser Representative and is a licensed insurance agent.

Firm Information

John Heck is currently registered with Protection Point Advisors. Protection Point Advisors is an investment advisor based in Roseville, CA. They have 12 licensed agents and manage over $548 million in assets. The firm provides financial planning and portfolio management for individuals and businesses. They also offer selection of other advisers. Protection Point Advisors specializes in working with high-net-worth individuals and individuals other than high-net-worth, and they have experience managing assets for pooled investment vehicles, insurance companies, and other investment advisers.
Protection Point Advisors

3200 DOUGLAS BLVD

ROSEVILLE, CA 95661

$548.30M

Assets Under Management

41

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisers fees

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John Heck’s Registration & Firm History

FL

08/12/2020 - Present

Protection Point Advisors (Fort Myers FL)

NA

01/01/1994 - 10/03/1994

CHATFIELD DEAN & CO., INC.

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Licenses & Designations

IA

Issued 05/05/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Joseph Heck.
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