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Advisors / New Jersey / Union
4yrs

John Wesley

Financial advisor at Primerica Advisors

John Wesley is a fiduciary financial advisor in Union, New Jersey, with 4 years in the industry. John joined Primerica Advisors in 2024, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.

One of 21 advisors with offices in Union, and one of 19 fiduciaries.

Union, NJ 07083Fiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1767 Morris Ave Suite I, Union, NJ 07083
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state

Services through Primerica Advisors

Investment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Dec 2024 – now

Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call Primerica Advisors at (833) 786-0550 and ask for John Wesley. John works from the Union, NJ office.

How long has John been a financial advisor?

John has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does John hold?

Series 63, Series 65. 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?

Primerica Advisors reports being paid by a percentage of the assets they manage. 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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