JG
CFP
JG
CFP

John Gagne

26 Years of Experience
Atlanta, GA
1 DisclosureBroker

John Gagne is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, 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

2000 Riveredge Parkway, Suite 740, Atlanta, GA, 30328

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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
February 2008
Denied
Other Business Activities

John has 100% ownership in Atlantic Wealth Management LLC and 33.33% ownership in 1792 Capital Partners, LLC, both investment-related. He dedicates full-time hours to each of these ventures.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2008 - June 2023 · 14 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
August 2008 - June 2023 · 14 yrs 10 mos
Banc of America Investment Services, INC.Broker
August 2005 - August 2008 · 3 yrs
Banc of America Investment Services, INC.
August 2005 - August 2008 · 3 yrs
Strategic Advisers, INC.
January 2005 - August 2005 · 7 mos
Fidelity Brokerage Services LLCBroker
March 2000 - August 2005 · 5 yrs 5 mos
State Registrations12 states
CAFLGAMAMONCNYSCTNTXVAWI
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.
John Gagne - Financial Advisor | TrueAdvisor