Jim Laughton is a Managing Director – Investment Officer at Laughton Wealth Advisory Group and has more than 35 years of experience in the financial services industry. As a Certified Investment Management Analyst® (CIMA®) professional, 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 your 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 Premier Advisor® at the firm every year since 1998. The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. In addition, he has been recognized as one of Barron's Top 1,200 Advisors1 from 2009-2015 and was named to the Financial Times Top 400 Advisors List2 in 2016.
Jim earned his bachelor's degree in Finance and Investments from the University of Southern California. Jim holds the Certified Investment Management Analyst certification, administered by the Investments & Wealth Institute and taught in conjunction with the Haas School of Business, University of California at Berkeley. He holds Series 7, 63, 65, 3 and 8 securities registrations, as well as his State of Nevada and California Life and Health insurance licenses. CA insurance License Number: 0C34086. Resident State NV
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 and fishing and spending time with his wife Jamie and their four children Alicia, Trent, Lauren and Taylor.
1The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
2Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, and compliance record. Investment performance and financial advisor production are not explicit components.