Gregory Kessler Jr

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Wells Fargo Advisors Financial Network
  Wayne, PA
• 07/2015 → 03/2017
  Metlife Securities
  Allentown, PA
• 07/2016 → 01/2020
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 01/2020
  Mml Investors Services, Llc
  Allentown, PA
• 01/2020 → Present
  Wells Fargo Clearing Services Llc
  Jenkintown, PA

Previous Registrations

• 2018-12-20 → 2020-01-15
  Mml Investors Services, Llc
  Allentown, PA
• 2015-02-26 → 2015-03-16
  Invest Financial Corporation
  Appleton, WI
• 2014-06-02 → 2014-09-11
  Halen Capital
  Clearwater, FL
• 2014-04-01 → 2014-04-22
  Edward Jones
  Clearwater, FL
  St Louis, MO
• 2013-11-25 → 2013-12-31
  Raymond James & Associates, Inc.
  Paramus, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-07
• S63 Uniform Securities Agent State Law Examination
  2006-02-21

Designations

• Chartered Financial Consultant

Other Names

• Gregory E Kessler
• Gregory Edmund Kessler
• Gregory Edmund Kessler
• Gregory Edmund Kessler Jr