Rex Jones is a wealth advisor at Wells Fargo Private Bank with over 28 years of experience in the financial services industry.  He offers financially successful clients and their families guidance and a tailored approach to wealth management including investment, lending products and services, legacy trusts and Philanthropic Services. Working alongside clients, Rex uses a disciplined, customized and comprehensive approach. Along with his team of seasoned wealth management specialists, he addresses a wide number of facets of financial planning to effectively manage risk while implementing integrated strategies to help clients fulfill their financial goals and to achieve their intended legacy

 

Prior to joining Wells Fargo Private Bank in 2004 he worked at Bank of America’s Private Bank.  He received his bachelor’s degree from UCLA and completed Graduate School of Banking at the University of Virginia.

 

Rex has resided in the South Bay area for over 20 years with his wife Tracy and his two children. He is very involved in his community and spends a significant amount of personal time coaching his children’s sports teams and supporting them in their various endeavors. In addition, he is involved on the board of directors for the Skid Row Housing Trust.

Marco Mendoza, Private Wealth Financial Advisor, has more than 25 years of experience in the financial services industry. Marco works with clients to design and implement customized wealth and investment plans with a focus on strategic and tactical portfolio asset allocation, risk management, and managed money strategies. He specializes in providing corporate executive services, including strategies for concentrated positions, hedging strategies, 10b5-1 plans and employee benefit packages. Marco also has a background in implementing insurance strategies to help solve issues pertaining to long-term care, tax-efficient investing, and estate preservation.   

Background and Experience
Prior to joining Wells Fargo Advisors, Marco was a Senior Consultant at Accenture with the Financial Services team in Los Angeles. He worked with financial services companies to implement strategies to improve productivity and reduce costs. He also worked in the Risk Management Group at Barclays Global Investors in San Francisco, where he was responsible for designing the due diligence processes used to manage the firm’s total assets under management. Marco began his career at Wells Fargo Advisors in the Palo Alto, CA office in the heart of the Silicon Valley. He continues to work with tech, venture capital, and corporate executives to help them meet their goals with pre-transaction wealth transfer strategies while offsetting concentrated stock risk. In 2021 and 2020, Marco was named Forbes' Best-In-State Wealth Advisors list.* Marco earned his BA in Business Economics from UCLA and his MBA from U.C. Berkeley’s Haas School of Business. He previously served as an officer of the Los Angeles Alumni Chapter of the Berkeley-Haas School of Business.

Away from the Office
Marco serves as a Board Member for the Fulfillment Fund in Los Angeles, which helps to make college a reality for students growing up in economically under-resourced communities. He is also actively involved in the Peninsula Education Foundation, which raises funds for the Palos Verdes Peninsula Unified School District to assure continued excellence in local public schools. Marco currently resides in the South Bay area of Los Angeles with his wife and two children.

CA Insurance License Number: oC55711. Resident State CA

*The Forbes Best-In-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking.  Investment performance is not a criterion.