Johnathan Wilsey, financial advisor Latham NY

Johnathan Wilsey

CRD Number: 5216539
Current Firm: Cetera Investment Advisers LLC

Johnathan Wilsey (CRD# 5216539) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 15 years of experience in the finance industry.

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Cetera Investment Advisers LLC
Company Name Location Dates Years
Cetera Investment Advisers LLC Latham, NY Jun 2019 - Current 2
Cetera Investment Services LLC Latham, NY May 2019 - Current 2
Foresters Financial Albany, NY Sep 2015 - Jun 2019 3
Foresters Advisory Services LLC Albany, NY Mar 2013 - Jun 2019 6
First Investors Corporation Albany, NY Feb 2012 - Sep 2015 3
First Investors Corporation Agawam, MA Oct 2009 - Feb 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Johnathan Wilsey
Phone Number: 888-528-2987
Registered State(s):
  • NY
  • VA
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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