JW
JW

John Wesley

24 Years of Experience
Oak Brook, IL
Broker

John Wesley is a registered investment advisor, based in Oak Brook, IL, with 24 years of industry experience.

Location

1415 West 22nd Street, Tower Floor, Oak Brook, IL, 60523

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John works full-time as an Investment Advisor Representative (IAR) with Kestra Advisory Services and as a Registered Representative with Wesley Financial Management. Both roles involve investment-related activities.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
December 2024 - Present · 1 yr 7 mos
Kestra Advisory Services, LLC
December 2024 - Present · 1 yr 7 mos
Previous Registrations
LPL Financial LLC
April 2009 - December 2024 · 15 yrs 8 mos
LPL Financial LLCBroker
April 2009 - December 2024 · 15 yrs 8 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - April 2009 · 2 yrs
Morgan Stanley & CO. Incorporated
April 2007 - April 2009 · 2 yrs
Morgan Stanley
August 2001 - April 2007 · 5 yrs 8 mos
Morgan Stanley Dw INC.Broker
May 2001 - April 2007 · 5 yrs 11 mos
State Registrations13 states
ALAZCACOFLGAILMINCORPATXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Wesley - Financial Advisor | TrueAdvisor