James R. Laughton Jr.
Jim Laughton is a Managing Director at Iconic Wealth Advisory Group, which he founded in 2022 with a group of financial advisors looking to elevate their clients’ wealth management experience. With more than 40 years of industry experience, Jim provides his clients with guidance for investments, risk assessment, and portfolio management. He specializes in assisting his clients with global asset allocation strategies, retirement income strategies, wealth transfer planning, wealth preservation, and education savings plans. His recommendations are communicated to and coordinated with clients’ other professional advisors – such as their lawyer, accountant, tax specialist, trustees, and estate planning attorney – before being implemented to ensure each expert is on the same page.
Throughout his career, Jim has earned numerous awards and acknowledgements for his client service. He has been recognized as a Platinum Council Advisor1 at the firm from 1998-2021.The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. Additionally, he has been recognized as one of Forbes' Best-in-State Wealth Advisors from 2018-2022.2
Jim earned his bachelor’s degree in finance and investments from the University of Southern California. He holds the Certified Investment Management Analyst (CIMA®) certification, administered by the Investments & Wealth Institute, and taught in conjunction with the Haas School of Business at the University of California, Berkeley. He also holds Series 7, 63, 65, 3, and 8 securities registrations, as well as his Life and Health insurance licenses in Nevada and California.
Jim is a native Nevadan and has lived in the Reno area since 1959. Away from the office, he is active in the Reno South Rotary Club, enjoys golfing, skiing, hunting, fishing, and spending time with his wife, Jamie, and their four children: Alicia, Trent, Lauren, and Taylor, and his granddaughter, Isla.
CA insurance License Number: 0C34086. Resident State NV
1 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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