JC
JC

Jessica Cavanaugh

26 Years of Experience
Baton Rouge, LA
Broker

Jessica Cavanaugh is a registered investment advisor at Wells Fargo Advisors, based in Baton Rouge, LA, with 26 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

4473 Bluebonnet Blvd, Suite B, Baton Rouge, LA, 70809

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History

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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 4 mos
Wells Fargo Advisors
January 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2024 - January 2026 · 1 yr 6 mos
Wells Fargo Advisors
July 2024 - January 2026 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - June 2024 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - June 2024 · 13 yrs 3 mos
UBS Financial Services INC.Broker
February 2009 - March 2011 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2003 - February 2009 · 5 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2000 - February 2009 · 8 yrs 3 mos
Hancock Investment Services, INC.Broker
February 2000 - November 2000 · 9 mos
State Registrations37 states
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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.
Jessica Cavanaugh - Financial Advisor | TrueAdvisor