John Straley
John Straley is a registered investment advisor at Vestgen Advisors, LLC, based in Wesley Chapel, FL, with 30 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,453 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VestGen Advisors charges a percentage of your portfolio annually for investment management. The exact percentage can vary up to a maximum of 2.5%, depending on factors like your relationship with the firm, the types of assets in your account, and the amount you invest. Fees are typically billed quarterly in advance, but may be billed in arrears in some cases. VestGen may also recommend third-party managers to manage your portfolio.
Location
Wesley Chapel, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved in several business activities, including being a partner in Caliwood Pictures, president of Straley Enterprises (providing insurance and investment services), and president of Infinity Wealth Advisors, LLC (providing insurance and investment services). He also provides settlement of life insurance policies and acts as a wholesaler for AbacusLife/LMX Series LLC.
Employment History
Current Registrations
Vestgen Advisors, LLC
World Equity Group, INC.
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
American General Securities IncorporatedBroker
American General Securities Incorporated
Franklin Financial Services CorporationBroker
State Registrations26 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.