John Jespersen
John Jespersen is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 17 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 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148
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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 the Honorary Consul of Denmark for KS & MO, dedicating minimal time outside of trading hours. He also provides investment advisory services through WCG Wealth Advisors, LLC, spending nearly full-time hours on this. Additionally, John is an insurance agent and owner of Market Cycle Financial, LLC, providing insurance products and spending a few hours per week on this activity.
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
V Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Buttonwood Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations2 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.