Jon Leedom is a registered investment advisor at Wells Fargo Advisors, based in Santa Ana, CA, 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
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
1551 N Tustin Ave, Ste 100, Santa Ana, CA, 92705
Get directionsHistory
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 Activities
Jon has a 25% ownership stake in HLMT Group LLC since 2015, which is investment-related. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Pruco Securities CorporationBroker
State Registrations46 states
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.