Wes Ifan joined the Allied Wealth Partner’s team in 2018 and is based out of the firm’s Martinsville, NJ office. A graduate of Rutgers University with a BA in Biological Science, Wes also obtained his MBA in Business Strategy from the university’s business school.
Beginning his career as a Relationship Banker for JP Morgan Chase, Wes left the firm after 7 years to join NY Life Insurance in the role of a Financial Services Professional. During his tenure with NY Life, he was recognized by the firm for the value he provided to his clients as well as for his production levels by being invited to attend their Career Summit sales trip.
Wes’s approach with his clients is to provide them with structured and effective guidance which will help lead them on the path to financial freedom. By helping them to make informed and strategic financial decisions, he works hard to ensure that their financial goals and objectives will be met.
Wes lives in Flemington, NJ with his wife. He is actively involved with his church ministry and seeks to impact his community positively through that involvement. A published author, Wes has also written several music compositions and is currently attending the New Brunswick Theological Seminary in pursuit of a Master’s in Theological Studies.
In addition to the FINRA Series 7 and 66, Wes is currently licensed to offer life and variable insurance products.
Rutgers, BA, Biological Science
Rutgers Business School, MBA, Business Admin
Currently pursuing master’s in Theological Studies
Registrations and Licenses:
FINRA Series 7 & 66
Life, Health, Variable Life
Wes Ifan is a registered representative and investment advisor representative of Securian Financial Services, Inc.