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Jonathan Schlackman

Wells Fargo Advisors
49 Years of Experience
Metairie, LA
3 DisclosuresBroker
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Jonathan Schlackman is a registered investment advisor at Wells Fargo Advisors, based in Metairie, LA, with 49 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

111 Veterans Memorial Blvd, Ste 1800, Metairie, LA, 70005

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History

Regulatory History (3)
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.
Regulatory
September 1982
Final
Regulatory
April 1981
Final
Regulatory
April 1980
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jonathan serves as trustee for his deceased father's trust and holds power of attorney for his wife. These investment-related activities each require minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
August 2015 - Present · 11 yrs 2 mos
Wells Fargo Advisors
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - September 2015 · 6 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2015 · 6 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
UBS Financial Services INC.
August 2005 - September 2008 · 3 yrs 1 mo
UBS Financial Services INC.Broker
August 2000 - September 2008 · 8 yrs 1 mo
J.C. Bradford & CO.Broker
August 1990 - August 2000 · 10 yrs
Prudential-Bache Securities INC.Broker
June 1984 - August 1990 · 6 yrs 2 mos
Blackstock & CO., INC.Broker
June 1982 - June 1984 · 2 yrs
Blinder, Robinson & Co.,inc.Broker
March 1980 - May 1982 · 2 yrs 2 mos
Robinson-Humphrey Company, INC. (the)Broker
June 1978 - March 1980 · 1 yr 9 mos
Capital Analysts, IncorporatedBroker
June 1978 - July 1978 · 1 mo
Robinson-Humphrey Company, INC. (the)Broker
July 1977 - May 1978 · 10 mos
State Registrations24 states
ALAZCACOCTDCFLGAILLAMAMDMOMSNCNJNYOHPASCTNTXVAWA
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.
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