Jon Ladd is a registered investment advisor, based in Brentwood, TN, with 30 years of industry experience.
Location
7003 Chadwick Dr, Brentwood, TN, 37027
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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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Jon is a financial advisor at Ladd Wealth Advisors, a DBA/support company. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 6 mos
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 6 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - March 2025 · 12 yrs 1 mo
Raymond James & Associates, INC.Broker
February 2013 - March 2025 · 12 yrs 1 mo
Morgan Keegan & Company, INC.Broker
November 2006 - February 2013 · 6 yrs 3 mos
Morgan Keegan & Company, INC.
November 2006 - February 2013 · 6 yrs 3 mos
Citigroup Global Markets INC.
April 2004 - November 2006 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
February 2002 - November 2006 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - January 2002 · 6 yrs 6 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.