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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Leedom is a financial advisor who has been in the industry since 1997. Jon is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed in California and Texas. Jon is also a Registered Investment Advisor (RIA). Previous firms Jon has been registered with include Wells Fargo Advisors, LLC, Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., UBS Paine Webber Inc. and Pruco Securities Corporation. Jon has held various roles within the industry, including investment advisor, portfolio manager, and financial planner. Jon specializes in working with individuals, families, businesses, and institutions. Jon's services include financial planning, investment management, and retirement planning.
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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2
CA
01/11/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SANTA ANA CA)
CA
05/04/2007 - 05/21/2015
WELLS FARGO ADVISORS, LLC (ANAHEIM CA)
CA
04/02/2007 - 05/04/2007
MORGAN STANLEY & CO., INCORPORATED (SANTA ANA CA)
CA
02/07/2003 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA ANA CA)
NJ
02/25/1998 - 02/26/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
11/21/1997 - 03/09/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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