JL
JL

Jonathan Licata

5 Years of Experience
Paramus, NJ
Broker

Jonathan Licata is a registered investment advisor at Wells Fargo Advisors, based in Paramus, NJ, with 5 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

61 S. Paramus Rd 550, 5th FL, Paramus, NJ, 07652

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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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Other Business Activities

Jonathan coaches for the Ramapo Youth Hockey Association, focusing on development and competitive measures in hockey. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2025 - Present · 11 mos
Wells Fargo Advisors
October 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Advisors
December 2020 - October 2025 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
August 2020 - October 2025 · 5 yrs 2 mos
State Registrations46 states
AKALAZCACOCTDCDEFLGAHIIDILKSKYMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWI
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.
Jonathan Licata - Financial Advisor | TrueAdvisor