John Shea has been an investment adviser representative at First Advisors National since January 2015, and is not listed among the firm’s executive officers or direct owners.
First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.
Jack Shea is Founder of Shea WealthCare, an investment advisor representative whose advisory services are offered through First Advisors National. One of his specialties is helping couples enjoy retirement while providing financial security that leaves a legacy for loved ones. He started his financial career with A. L. Williams in 1984 and later became the financial services representative in the Dallas, TX branch of PlanMember Securities Corporation, before going with First Advisors National.
John Shea’s longest registration is the current one, 11 years at First Advisors National since 2015. Before joining First Advisors National in 2015, John Shea was registered through Planmember Securities Corporation.
- First Advisors National, LLCCurrent– present · 11 yearsDenton, TX · Adviser representative · Firm CRD 166212
- Planmember Securities Corporation– · 8 yearsDenton, TX · Adviser representative · Firm CRD 11869
Investment adviser representative registrations
John Shea is registered as an investment adviser representative in Texas, since January 2015.
- TexasSince 2 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 May 2006 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 20 November 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 January 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 January 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Joseph Shea
- CRD
- 1332015
- Firm
- First Advisors National · CRD 166212
- Office
- Denton, TX
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sheawealthcare.com
Where does John Shea work?
John Shea is an investment adviser representative registered through First Advisors National, LLC since January 2015, and is not listed among the firm’s executive officers or direct owners.
Is John Shea a financial advisor?
Yes. John Shea has a current investment-adviser registration in Texas, through First Advisors National since January 2015.
How many years of experience does John Shea have?
John Shea has 20 years in the financial industry, since May 2006, across 2 adviser firms.
What exams has John Shea passed?
John Shea has passed 4 licensing exams: the Series 63, Series 6, Series 26 and Series 65. The earliest, the Series 63, was passed in January 1985. FINRA credited John Shea with the SIE, which began in October 2018.
Where did John Shea work before First Advisors National?
Before First Advisors National, John Shea was registered through Planmember Securities Corporation, May 2006 to December 2014.
Where is John Shea based?
John Shea’s registered office is in Denton, TX.
Is John Shea registered with FINRA?
No. John Shea has no current broker registration.
How can I verify John Shea’s record?
Search CRD 1332015 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Shea’s full registration record.
