Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Jespersen is a registered investment advisor representative with The Wealth Consulting Group. John has over 15 years of experience in the financial services industry. John is a Series 7 and Series 66 licensed professional and holds the SIE certification. John is active in the Kansas City community. John currently holds licenses in Kansas and Missouri.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NV
06/24/2024 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
MO
11/01/2013 - 09/05/2018
PURSHE KAPLAN STERLING INVESTMENTS (KANSAS CITY MO)
MO
04/30/2010 - 09/17/2013
LPL FINANCIAL LLC (KANSAS CITY MO)
MO
04/11/2008 - 05/03/2010
EDWARD JONES (GLADSTONE MO)
BOTH
Issued 04/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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