Johnathan Wilsey
Johnathan Wilsey is a registered investment advisor at Cetera Investment Advisers LLC, based in Loudonville, NY, with 19 years of industry experience. Johnathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
20 Corporate Woods Blvd 2nd Fl, Loudonville, NY, 12211
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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
Johnathan is an insurance agent selling life, disability, annuities, and long-term care insurance since 2006, dedicating a few hours per week to this. He also works as a financial planner for BPS Financial Services, which takes up a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations13 states
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