Wesley
Johnson

Cetera Investment Advisers LLC

CRD#2601247
Investment Advisor
in East Hartford, CT

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About this Advisor

Wesley Johnson is a financial advisor based in East Hartford, Connecticut, working with Cetera Investment Advisers LLC. Wesley has previously held positions at Foresters Financial Services, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Connex Credit Union, and Foresters Advisory Services. Wesley has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Wesley is part of Cetera Investment Advisers LLC, which operates out of East Hartford, Connecticut. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 Founders Plaza Suite 300
East Hartford, CT 06108

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

CT Average: $6,674,516,078
Total Number of Employees

6,648

CT Average: 44
Total Number of Accounts

423,554

CT Average: 2,564
Average Account Size

$246,648

CT Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Wesley Johnson Work History

2019 - Present (5 years)

Cetera Investment Advisers LLC

2019 - Present (5 years)

Cetera Investment Services LLC

2018 - Present (6 years)

Connex Credit Union

2016 - 2019 (3 years)

Foresters Advisory Services

1995 - 2019 (24 years)

Foresters Financial Services

Disclosures

Please visit the SEC profile of Wesley Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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