JT
JT

John Taitague

30 Years of Experience
Richmond, VA
Broker

John Taitague is a registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9020 Stony Point Pkwy, Suite 385, Richmond, VA, 23235

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John has ownership stakes in Sage Wealth Advisors LLC and Bigphatpig LLC, both investment-related and started in May 2024. He dedicates a full-time commitment to each of these ventures.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs
Wells Fargo Advisors
May 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2012 - May 2024 · 12 yrs
Wells Fargo Advisors
May 2012 - May 2024 · 12 yrs
Suntrust Investment Services, INC.
May 2000 - May 2012 · 12 yrs
Suntrust Investment Services, INC.Broker
May 2000 - May 2012 · 12 yrs
Crestar Securities CorporationBroker
March 1998 - May 2000 · 2 yrs 2 mos
Wheat, First Securities, INC.Broker
March 1997 - February 1998 · 11 mos
First Union Brokerage Services, INC.Broker
December 1995 - March 1997 · 1 yr 3 mos
State Registrations15 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.