Jon Michael Mclain

Employer firm

Leap Wealth Management CRD 152253

$306M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Leap Wealth Management
  Dallas, TX

Previous Registrations

• 2014-08-21 → 2018-05-24
  Leap Wealth Management
  Dallas, TX
  Round Rock, TX
  Round Rock, TX
  Round Rock, TX
  Dallas, TX
• 2010-04-28 → 2014-10-06
  Precision Fiduciary Partners, Llc
  Austin, TX
• 2008-06-03 → 2010-04-30
  Voya Financial Advisors, Inc.
  Austin, TX

Other Businesses

INDEPENDENT INSURANCE AGENT, 8604 GREENVILLE AVE. SUITE A101 MAILBOX B12 DALLAS, TX 75243; INVESTMENT RELATED, SALE OF FIXED INSURANCE AND/OR ANNUITIES; OWNER SINCE 2007, APPROX. 20 HOURS PER MONTH, LESS THAN 10 HOURS PER MONTH DURING TRADING HOURS. AUTOSHIELD, OWNER SINCE 2003, 3828 HALEYS WAY, ROUND ROCK, TX 78665; NOT INVESTMENT RELATED. SUPPLIES PAINT PROTECTION AND HEADLAMP LENS PROTECTION FILMS FOR AUTO INDUSTRY, OFF-ROAD, MOTORCYCLE AND ATV USE. APPROX. 5 HOURS PER MONTH, 3 HOURS PER MONTH DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-16
• S63 Uniform Securities Agent State Law Examination
  1994-12-02

Other Names

• J Michael Mclain
• Mike Mclain