Jon Nicholas Mclaughlin
Investment adviser representative at Savvy
16 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- SavvyJul 2024 to now
- Signature Resources Capital Management LLCAug 2019 to Jul 2024
- One Wealth ManagementFeb 2019 to Aug 2019
- UnemployedJun 2018 to Feb 2019
- First Western Capital Management CompanyApr 2010 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4474141
- Firm CRD
- 318493