John Heck, financial advisor Fort Myers FL

John Heck

CRD Number: 2434929
Current Firm: Protection Point Advisors

John Heck (CRD# 2434929) is an Investment Advisor Representative working at Protection Point Advisors in Fort Myers, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Ewg Elevate Inc. Fort Myers, FL Jul 2020 - Current 2
Adagio Financial Group, Inc. Ft. Myers, FL Feb 2010 - Current 13
Adagio Capital Advisors, Inc. Ft. Myers, FL Feb 2010 - Current 13
Self Employed Ft. Meyers, FL Feb 2000 - Current 23
Financial Benefits Alliance Fort Myers, FL May 2014 - Apr 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination May 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John J. Heck
Phone Number: 916-367-4540
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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