Iorwuese Ifan
Iorwuese Ifan is a registered investment advisor at Osaic Wealth, INC., based in Parsippany, NJ, with 20 years of industry experience. Iorwuese operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
90 East Halsey Road, Suite 328, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History (2)
Financial
April 2021Financial
November 2019Other Business ActivitiesSells Insurance
Iorwuese is a board member for Adopt a Village Foundation and Legacies Live On, and owns Wes Ifan Enterprises LLC and Wes-E. He also works as a pastor, provides financial planning services, and sells insurance products, dedicating about a quarter of his time to insurance sales.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nylife Securities LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
PNC InvestmentsBroker
PNC Investments
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
State Registrations12 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.