Gregory Kessler Jr
Also appears in the source record as: Gregory E Kessler Jr; Gregory Edmund Kessler Jr; Gregory Edmund Kessler
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (10)
- Series 99TOSeries 52TOSIESeries 7Series 4Series 24Series 10Series 9Series 65Series 63
- Registered states (1)
- Pennsylvania
- Years in the industry (source record)
- 29
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 11025
- SEC number
- 801-57434
- Assets under management
- $252.3B as of Jun 3, 2026
- Website
- stories.wf.com ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (20)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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start not retrieved → present
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Mml Investors Services, LLCAllentown, PA · IA capacityDec 20, 2018 → Jan 15, 2020
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Mml Investors Services, LLCAllentown, PA · BC capacityMar 25, 2017 → Jan 15, 2020
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Msi Financial Services, Inc.Allentown, PA · BC capacityAug 3, 2015 → Mar 25, 2017
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Invest Financial CorporationTampa, FL · IA capacityFeb 26, 2015 → Mar 16, 2015
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Invest Financial CorporationTampa, FL · BC capacityFeb 2, 2015 → Mar 16, 2015
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Atlas Advisory ServicesClearwater, FL · IA capacityJun 2, 2014 → Sep 11, 2014
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Halen CapitalClearwater, FL · BC capacityMay 28, 2014 → Sep 11, 2014
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Edward JonesClearwater, FL · IA capacityApr 1, 2014 → Apr 22, 2014
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Edward JonesSt. Louis, MO · BC capacityMar 31, 2014 → Apr 22, 2014
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Raymond James & Associates, Inc.Paramus, NJ · IA capacityNov 25, 2013 → Dec 31, 2013
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Raymond James & Associates, Inc.Paramus, NJ · BC capacitySep 18, 2012 → Dec 31, 2013
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.