Jon is a founding member of Pathway Wealth Management Group of Wells Fargo Advisors. Jon has been advising high net worth clients for over forty-seven years and his passion for helping others is contagious. To Jon, wealth is more than just working through market cycles, he believes it incorporates talent, wisdom, circumstance, experience and relationships. He believes in a team-based approach that accounts for money, decisions, and emotions, rather than focusing solely on individual investments. Jon works with businesses, individuals and nonprofit organizations to help plan for and work to achieve their financial goals. Jon’s commitment to clients is one reason he believes our team was selected as one of the Forbes Best-In-State Wealth Management Teams in 2025.
As the most senior associate, Jon brings ample experience from his years in the business. He has served as a Branch Manager and has the comprehensive perspective of watching the industry evolve from the management side. Jon was recently the Branch Manager of the New Orleans, Louisiana downtown office at Wells Fargo Advisors. Throughout his career, he has led many branch offices and market areas at numerous firms, including Robinson Humphrey, J.C. Bradford and Company and successor firms (where he was Partner), PaineWebber, UBS and Morgan Stanley.
Jon attended Jacksonville University and earned a B.A. in Marketing. His dedication to continued education includes taking financial industry designed courses at Vanderbilt University’s Owen Graduate School of Management, the Wharton School of Business at the University of Pennsylvania, and the Darden School of Business at the University of Virginia.
Jon has been married to his wife Debbie for over 45 years, together they have two grown, married children and four grandchildren. When Jon isn’t in the office, you can find him playing sports, including golf. He also likes travelling and enjoys time at the beach.
Jon is very active in the community and uses his skills by serving as a member on many investment committees and boards for local nonprofit organizations, including the Jewish Federation of Greater New Orleans, Touro Infirmary, and his synagogue Congregation Gates of Prayer.
Pathway Wealth Management Group of Wells Fargo Advisors
Jonathan D. Schlackman
Executive Director
Senior Financial Advisor
Senior Vice President – Investment Officer
1250 Poydras St., 24th Fl.
New Orleans, LA 70113
Office: (504) 581-1404
Jon.Schlackman@wfa.com
www.FollowYourPathway.com
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). Award Disclosures https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
