Wesley Privett
Wesley Privett is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Wayne, IN, with 7 years of industry experience. Wesley 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
10355 Dawsons Creek Blvd, Ste F, Fort Wayne, IN, 46825
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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
Wesley is involved with JBC Companies and Jackson Brokerage, focusing on the sale of fixed insurance through Jackson Brokerage & Financial Identity Advisors LLC, dedicating about half of his time. He also serves as SVP, Operations and Compliance for Jackson Brokerage DBA JBC Companies, overseeing day-to-day operations and compliance related to fixed insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations40 states
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