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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Andrew Pritchett is a financial advisor with Janney Montgomery Scott LLC, a firm with over $1 billion in assets under management. Wesley is a registered investment advisor with experience in financial planning, portfolio management and pension consulting. Wesley Andrew Pritchett is registered to provide investment advice in 24 states and the District of Columbia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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2
GA
01/18/2023 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
GA
09/13/2019 - 02/14/2023
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
GA
10/28/2013 - 09/18/2019
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
05/17/2011 - 10/28/2013
PERAZA CAPITAL AND INVESTMENT, LLC (ATLANTA GA)
FL
01/06/2011 - 05/10/2011
INCAPITAL LLC (BOCA RATON FL)
SC
05/27/2010 - 12/14/2010
GFI SECURITIES LLC (CHARLESTON SC)
SC
01/21/2009 - 06/02/2010
MIDSOUTH CAPITAL, INC. (CHARLESTON SC)
GA
06/14/2005 - 08/08/2008
COUNTRYWIDE SECURITIES CORPORATION (ATLANTA GA)
NY
07/18/2000 - 06/21/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
01/28/1995 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/28/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/29/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 07/31/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1993
Series 3 - National Commodity Futures Examination
BC
Issued 07/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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