JM
JM

Jason Mclaughlin

28 Years of Experience
Chicago, IL
1 DisclosureBroker

Jason Mclaughlin is a registered investment advisor at Wells Fargo Advisors, based in Chicago, IL, with 28 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

30 S Wacker Drive, Ste 4000, Chicago, IL, 60606

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2012
Settled
Other Business Activities

Jason is a co-owner of JJBD LLC, which owns residential rental properties, dedicating minimal time to this activity. He is also a trustee of his spouse's trust, requiring minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
September 2025 - Present · 8 mos
Wells Fargo Advisors Financial Network, LLC
September 2025 - Present · 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 8 mos
Wells Fargo Advisors
August 2018 - Present · 7 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2018 - August 2018 · 0 mos
Wells Fargo Advisors Financial Network, LLC
March 2010 - August 2018 · 8 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2010 - August 2018 · 8 yrs 5 mos
Wells Fargo Advisors, LLC
March 2001 - December 2009 · 8 yrs 9 mos
Wells Fargo Advisors, LLCBroker
December 1999 - December 2009 · 10 yrs
John Nuveen & CO., IncorporatedBroker
October 1996 - May 1999 · 2 yrs 7 mos
State Registrations1 state
IL
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.
Jason Mclaughlin - Financial Advisor | TrueAdvisor