It’s Time to Accelerate the Growth of Your Business

As a successful independent practice, we believe building meaningful relationships in a supportive environment is one of the most rewarding aspects of an investment professional’s career.

At J.M.Equity Advisors of The Princeton Group, we are looking for experienced financial advisors who are attracted to independence, potential higher payout, and looking to take their businesses to the next level with our growing practice. Our turnkey practice can help reduce some of the typical out-of-pocket startup expenses as well as the time and effort required to start your own business.

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Aim to Enhance Client Experience

  • Client-centric culture and resources
  • Efficient transition
  • Educational events and seminars
  • Market updates

Compensation

  • Potential higher pay out
  • Flexible pay structure
  • Own your own practice/book

Access to Dedicated Investment Support

  • Variety of managed models
  • Investment committee
  • Credentials (e.g. Michael B. Tursi, CFP®)
  • Product specialists

Robust Marketing Program

  • Practice branded collateral
  • Educational events and seminars
  • Center of influence (COI) networking
  • Semester and summer intern program
  • Community involvement
  • Access to event space

Opportunities to Partner with Us

We are currently offering two different options for opportunities to partner with our team. Our goal is to provide a mutually beneficial environment where you reap the rewards of business ownership without all of the challenges of running your own operation.

  1. Join Our Practice – If you want to explore joining our group, we are currently seeking new team members who share our entrepreneurial spirit and commitment to doing what is best for clients.
  2. Share Office Space – If you want to start your own independent practice, consider leasing individual office space. We’ll provide the necessary support to help you make the step up from being an employee to becoming an independent advisor.

It’s Rewarding to Be Part of a Successful Team

The camaraderie that exists between our practice partners allows us to be in business for ourselves, not by ourselves, and for the benefit of our clients. We invite you to connect with us to discover what going independent with J.M.Equity Advisors of The Princeton Group and Wells Fargo Advisors Financial Network has to offer. To start taking advantage of this opportunity to partner with J.M.Equity Advisors of The Princeton Group, contact us.

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.

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