Background and experience
Jim Laughton is a Managing Director at Iconic Wealth Advisory Group, which he formed in 2022 with a group of financial advisors that were 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 protection, and education savings plans. All 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 practices and service. He has been recognized as a Platinum Council Advisor at the firm from 1998-2021. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Additionally, he has been recognized as one of Barron’s Top 1,200 Advisors1 from 2009-2015 and 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, University of California at Berkeley. He also holds Series 7, 63, 65, 3 and 8 securities registrations, as well as his State of Nevada and California Life and Health insurance licenses.
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.
CA insurance License Number: 0C34086. Resident State NV
1 The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 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.