Jason Mctaggart

Current Employers

Employment History

• 03/2010 → 11/2016
  Wells Fargo Advisors Llc
  Oakhurst, NJ
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Oakhurst, NJ
• 05/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Red Bank, NJ

Previous Registrations

• 2010-03-05 → 2024-05-10
  Wells Fargo Clearing Services, Llc
  Sea Girt, NJ
  Wall, NJ
  Oakhurst, NJ
  Spotswood, NJ
  Sea Girt, NJ
  Red Bank, NJ
  Red Bank, NJ
• 2009-10-23 → 2010-03-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Red Bank, NJ
  Allenhurst, NJ
  Shrewsbury, NJ
• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Shrewsbury, NJ
  Shrewsbury, NJ
  Matawan, NJ
  Allenhurst, NJ
  Red Bank, NJ
• 2002-09-09 → 2004-10-20
  Quick & Reilly, Inc.
  Shrewsbury, NJ

Other Businesses

JTM WEALTH MANAGEMENT LLC; INV RELATED; RED BANK, NJ; 100% OWNERSHIP; START DATE 1/2/2024; 160 HOURS PER MONTH; 8 DURING TRADING; FINET PRACTICE.| THE CHILD WELLNESS INSTITUTE; NOT INV RELATED; NEW BRUNSWICK, NJ; START 09/15/2020; 4 HOURS PER MONTH; 0 HOURS DURING TRADING; TO LOOK OVER THE OPERTAING BUDGET, REVIEW FINANCIAL GOALS AND FUNDING STRATEGIES FOR THE ORGANIZATION.| JMCTAGGART GP, LLC; INV RELATED; MANASQUAN, NJ; 90% OWNERSHIP; START DATE 03/10/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; FORMED TO SEELL 10% OF 72 GROWTH PARTNERS LLC POWER OF ATTORNEY FOR MOTHER; INV RELATED; LAKEWOOD, NJ; POA; START DATE: 09/10/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-15
• S63 Uniform Securities Agent State Law Examination
  1995-03-10

Other Names

• Jason Dean Mctaggart