UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
29yrs
John Hea has worked in the financial industry for 29 years and is a financial advisor based in Dallas, Texas. After three years at Martin & Company Investment Counsel, John joined Ackerman Capital Management in 2013, a firm offering financial planning, investment management, and private fund management. John holds the CFA designation.
At a glance
Experience29 years (since 1997)
How that compares ?Top 15% by experience in Texas
Office5956 Sherry Lane Suite 1600, Dallas, TX 75225
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$3.25 million
Advisors at the firm3
States licensed ?1 state
Services through Ackerman Capital Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2013 – nowAckerman Capital ManagementCurrent firm
- Apr 2012 – Dec 2012Ackerman Capital ManagementPreviously
- 2004 – 2007Martin & Company Investment CounselPreviously
Contact John
(214) 361-5383Ackerman Capital Management main office 5956 Sherry Lane Suite 1600Dallas, TX 75225Office · Get directions LinkedIn pageAckerman Capital Management
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Ackerman Capital Management at (214) 361-5383 and ask for John Hea. John works from the Dallas, TX office.
How long has John been a financial advisor?
John has been in the industry since 1997, about 29 years. Top 15% by experience in Texas.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Ackerman Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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