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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McTaggart is a financial advisor with over 28 years of experience in the financial services industry. Jason has been registered with Wells Fargo Advisors Financial Network, LLC since 2010 and holds Series 7, 24, 55, 63 and 65 licenses. Jason’s specialties include financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Jason is also the 100% owner of JTM Wealth Management LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
05/10/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RED BANK NJ)
NJ
03/05/2010 - 05/10/2024
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
10/23/2009 - 03/12/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALLENHURST NJ)
NY
12/18/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
11/13/1998 - 12/12/2001
M. H. MEYERSON & CO., INC. (JERSEY CITY NJ)
PA
06/17/1998 - 11/18/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
CO
05/25/1995 - 06/18/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
NJ
02/09/1995 - 06/01/1995
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
IA
Issued 08/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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