Osaic Wealth
47yrs
Top advisor by experience in Naperville
28yrs
John Abrams is a fiduciary financial advisor in Naperville, Illinois, with 28 years in the industry. John joined Wells Fargo Advisors in 2008, after two years at A. G. Edwards & Sons and three years at Morgan Stanley DW. John holds the ChFC designation.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 20% by experience nationwide
Office2056 Westings Ave Suite 500, Naperville, IL 60563
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2008 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2005 – 2008A. G. Edwards & Sons, Inc.Previously
- 2002 – 2005Morgan Stanley DW Inc.Previously
Contact John
Local office(630) 548-6150Ask for John. (314) 875-3000Main office · St. Louis, MO 2056 Westings Ave Suite 500Naperville, IL 60563Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (630) 548-6150 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for John Abrams.
How long has John been a financial advisor?
John has been in the industry since 1998, about 28 years. Top 20% by experience nationwide.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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