Wesley Pritchett
Wesley Pritchett is a registered investment advisor at Janney Montgomery Scott LLC, based in Atlanta, GA, with 32 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
3560 Lenox Road NE, Suite 1100, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2023Other Business Activities
Wesley is a board member on the finance committee for Holtz Heroes, a charity supporting former Notre Dame football players, dedicating minimal time. He is also a member of Irish Angela, a non-profit promoting start-up entities, and a co-host of the Under the Golden Dome podcast, both requiring minimal time commitments.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Peraza Capital and Investment, LLCBroker
Incapital LLCBroker
Gfi Securities LLCBroker
Midsouth Capital, INC.Broker
Countrywide Securities CorporationBroker
Bear, Stearns & CO. INC.Broker
Painewebber IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.