JP
JP

Jonathan Pugach

4 Years of Experience
Melville, NY
Broker

Jonathan Pugach is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 4 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

68 South Service Road Ste 100, Melville, NY, 11747

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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
November 2025 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
UBS Financial Services INC.
November 2022 - December 2025 · 3 yrs 1 mo
UBS Financial Services INC.Broker
November 2022 - December 2025 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2021 - November 2022 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2021 - November 2022 · 1 yr 3 mos
AXA Advisors, LLCBroker
January 2020 - March 2020 · 2 mos
State Registrations5 states
CTFLNJNYPA
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.