Jonathan Smith

Private Wealth Financial Advisor, Managing Director-Investments at Wells Fargo Advisors

Jonathan Smith is a Private Wealth Financial Advisor and Managing Director-Investments at Wells Fargo Advisors. He specializes in providing financial advice to high-net-worth individuals, businesses, and foundations. His role involves crafting tailored investment strategies and managing client portfolios to align with their financial goals.

Professional Background

Current Position: Managing Director-Investments at Wells Fargo Advisors.
Education: Attended the University of California, San Diego.

Qualifications

Jonathan holds several prestigious financial designations, including:

Certified Financial Planner™ (CFP®)
Certified Investment Management Analyst (CIMA®)
Certified Private Wealth Advisor (CPWA®)

These certifications reflect his expertise in wealth management and investment strategies, enhancing his ability to serve a diverse clientele effectively.

Services Offered

His services typically encompass:

Comprehensive financial planning
Investment management
Risk assessment and management
Retirement planning

Jonathan's approach is characterized by a commitment to understanding the unique needs of his clients, ensuring that their financial plans are both strategic and personalized.