JO
JO

John Joseph Oreilly

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,090 clients
Average Client Portfolio
$550K average
Assets Under Management
$599.2M

Fee Structure

Minimum Investment:$25K
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Location

Lakeway, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John operates as the president of FIT Financial, providing financial planning services since 2008. He offers investment recommendations, mutual funds, stocks, and insurance, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Signal Securities, INC.
October 2008 - Present · 17 yrs 4 mos
Signal Securities, INC.
July 2008 - Present · 17 yrs 7 mos
Signal Securities, INC.Broker
July 2008 - Present · 17 yrs 7 mos
Previous Registrations
First Investors CorporationBroker
December 1988 - July 2008 · 19 yrs 7 mos
State Registrations7 states
AZCACTLAMANCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.