JONATHAN B. TUGGLE, CFP®

Senior Financial Advisor

Vice President - Investment Officer

Address: 648 LONG POINT RD , MOUNT PLEASANT , SC 29464
Call: 843-849-3324  |  866-556-1525   
Email: Jonathan.Tuggle@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products*, and much more.<br/><br/>For more information about how I may be able to help you pursue your financial goals, please contact me. <br/><br/>*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

My Education & Credentials

  • Bachelor of Science in Business Administration - University of South Carolina

My Community Involvement

  • The First Tee of Greater Charleston
  • Charleston Metro Chamber of Commerce - Leadership Charleston 2020 Alumni
  • Roper St. Francis Foundation
  • Volunteer Coach - Mount Pleasant Recreation Department
Securities Registered in the following states: CA, CO, CT, DC, FL, GA, IA, IL, MA, ME, MN, NC, NJ, NY, OH, SC, TN, TX, VA, WA, WI
Insurance licensed in the following states: Resident State: SC
JONATHAN B. TUGGLE: Financial Advisor: Wells Fargo Clearing Services, LLC