Jonathan Smith

Jonathan Smith is a Private Wealth Financial Advisor and Managing Director-Investments at Wells Fargo Advisors with an extensive background in the financial services industry. He brings a wealth of knowledge and experience to the table, having previously worked as a Financial Advisor at Merrill Lynch.

Smith received his education from the University of California, Santa Cruz where he studied a Bachelor of Arts in Environmental Studies. He also studied at the University of California, San Diego. Smith is a licensed insurance producer in several states, including CA and NY, holding license number 0D19204. Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company, are underwritten by unaffiliated insurance companies.

As an active member of the financial community, he is involved in various organizations and networks. Smith's background and experience make him a valuable resource for anyone seeking financial guidance. His LinkedIn profile also affirms his professional integrity by stating that the opinions and comments of other members do not necessarily reflect his views.

Smith can be contacted by email at jonathan.y.smith@wellsfargo.com or by phone at 415-222-1434. His office is located at 420 Montgomery Street, Floor 7, SF, CA 94104. It is important to note that he is unable to respond to messages through LinkedIn InMail.