Jon Mclain
Jon Mclain is a registered investment advisor at Leap Wealth Management, based in Round Rock, TX, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 363 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Leap Wealth Management provides investment management services through a wrap fee program. Details on the fees can be found in the Leap Wealth Management ADV Part 2 Wrap Fee Brochure Appendix 1.
Location
1000 Heritage Center Circle, Round Rock, TX, 78664
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is an independent insurance agent selling fixed insurance and annuities since 2007, dedicating about 10-20% of his time. He also owns AutoShield, which supplies protective films, spending a few hours per week on this non-investment related business.
Employment History
Current Registrations
Leap Wealth Management
Previous Registrations
Leap Wealth Management
Leafhouse Financial Advisors, LLC
Ing Financial Partners, INC
State Registrations1 state
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.