Iorwuese Ifan

Current Employers

Employment History

• 11/2010 → 06/2017
  Jpmorgan Chase Bank Na
  Bedminster, NJ
• 07/2015 → 06/2017
  J.P. Morgan Securities Llc
  Bedminster, NJ
• 05/2017 → 10/2018
  New York Life Insurance Co
  Edison, NJ
• 07/2017 → 10/2018
  Nylife Securities Llc
  Edison, NJ
• 10/2018 → 10/2020
  Securian Financial Services Inc
  St. Paul, MN
• 10/2018 → 11/2020
  Minnesota Life Insurance Co
  St. Paul, MN
• 10/2018 → 11/2020
  Allied Wealth Partners
  St. Paul, MN
• 12/2020 → 06/2024
  Securities America, Inc.
  Hawthorne, NJ
• 12/2020 → 06/2024
  Securities America Advisors
  Hawthorne, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hawthorne, NJ
• 06/2024 → Present
  Osaic Wealth, Inc.
  Hawthorne, NJ

Previous Registrations

• 2020-12-07 → 2024-06-14
  Securities America Advisors, Inc.
  Flemington, NJ
  Hawthorne, NJ
• 2018-10-26 → 2020-10-20
  Securian Financial Services, Inc.
  Martinsville, NJ
• 2015-08-17 → 2017-06-29
  J.P. Morgan Securities Llc
  Bedminster, NJ
  Summit, NJ
• 2012-10-01 → 2014-06-09
  J.P. Morgan Securities Llc
  Branchburg, NJ
  Somerset, NJ
• 2010-12-09 → 2012-10-01
  Chase Investment Services Corp.
  Westfield, NJ
  Branchburg, NJ
  Somerset, NJ
• 2005-11-16 → 2010-09-17
  Pnc Wealth Management Llc
  Somerville, NJ
• 2003-11-14 → 2005-09-09
  Ameriprise Financial Services, Llc
  Edison, NJ

Other Businesses

1. ADOPT A VILLAGE FOUNDATION -Board Member -I am a board member for this non-profit #HRS 2 -9/8/17 48 Andover Dr Kendall Park NJ 08824 -Adopt a Village Foundation raises funds to support charitable work in African countries in the areas of sustainable farming, economic development, education, and healthcare. 2. WES IFAN ENTERPRISES LLC -Owner -Writer & E-Commerce Business #HRS 10 -9/16/19 -301 Saddle Ct Fleminton NJ 08822 -I write books that are of a self-help, political, or poetic nature. I also create t-shirts and other merchandise that have uplifting messages on them. 3. DBA - Kobo Wealth Strategies 4. FIRST REFORMED CHURCH IN HAWTHORNE NJ -Employee -Pastor INVEST RELATED No #HRS 16 SEC TRADE HRS 8 -8/2/20 -259 Lafayette Ave, Hawthorne NJ 07506 -I meet with the church staff team weekly every Tuesday to plan the worship service. I lead worship service and preach the weekly message every Sunday morning. I am responsible for leading Bible Study on Thursday evenings. 5. BNI POSITION: member NATURE: BNI is a business networking organization. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2019 ADDRESS: 520 Hoes Ln, Piscataway NJ 08854, United States DESCRIPTION: We meet weekly every Wednesday morning. The purpose is to pass referrals to one another. I share what I do and how I help clients and the other members of the group seek to identify qualified referrals to pass to me. I also attempt to refer people I know to the other members when necessary. 6. WES IFAN PUBLIC SPEAKER POSITION: Business Consultant NATURE: Public Speaking and Business Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2022 ADDRESS: 261 Lafayette Ave, Hawthorne NJ 07506, United States DESCRIPTION: I am often asked to be a guest speaker for financial literacy workshops. Typically the organizations requesting this are for middle school, high school, and college students. In addition I am invited to do workshops for clergy, churches, small business owners, and immigrant business owners. I will be compensated for my time for each workshop I speak at. There will be times when these workshops will have additional speakers in the areas of estate planning, legal trust formation, and international tax law. 7. WES-E POSITION: Owner NATURE: Musical Composer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/10/2006 ADDRESS: 261 Lafayette Ave, Hawthorne NJ 07506, United States DESCRIPTION: I create and distribute musical compositions in the genre of Rap. Currently, I promote those musical compositions in the public domain. 8. WES IFAN AUTHOR POSITION: Owner NATURE: Self-published author and writer. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2019 ADDRESS: 261 Lafayette Ave, Hawthorne NJ 07506, United States DESCRIPTION: I write books that are of self-help, political, or poetic nature. I distribute these through self-publishing platforms such as Lulu Books and Amazon self-publishing services. 9. INSURANCE SALES POSITION: Independent Contractor NATURE: Selling life, disability, long-term care, and health insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 11/24/2020 ADDRESS: 90 East Halsey Rd, Suite 328, Parsippany NJ 07054, United States DESCRIPTION: To discuss and review the options for life, disability, and long-term care for clients. Facilitate their application process and service policy once in force.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-17

Other Names

• Wes Ifan