Jason Mctaggart
Jason Mctaggart is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1999Other Business Activities
Jason has 100% ownership in JTM Wealth Management LLC, dedicating full-time hours to it. He also spends minimal time reviewing the operating budget and financial goals for The Child Wellness Institute and a few hours per week with JMCTAGGART GP, LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
M. H. Meyerson & CO., INC.Broker
PNC Brokerage CORPBroker
Patterson Travis, INC.Broker
Seaboard Securities, INC.Broker
State Registrations21 states
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