Focused on Your Financial Future

In a world where most investment managers look alike, J.M.Equity Advisors of The Princeton Group works to distinguish itself with a laser focus on a concierge-caliber level of client care and strong portfolio management. We are a boutique business that utilizes the vast resources of a premier financial services firm to deliver comprehensive investment advice and institutional-quality wealth management solutions. Our team offers deep experience in developing goals-based, results-driven strategies designed to enable you to efficiently pursue long-term financial success and seamlessly transfer wealth to future generations.
Desk with phone and laptop

Calculators

Use our financial calculators to help you run the numbers to see where you stand in your investment plans.

Introduction Content Image
Financial Advisor meeting with clients

Videos

Watch our videos on a variety of topics that illustrate key financial concepts and current events.

Videos
Financial Advisor showing client information on a tablet

Access Your Account

Review the financial details of your account.

J.M.Equity Advisors of The Princeton Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CO, IL, MI, MO, OH, TN, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX