Working with a Private Wealth Financial Advisor

As a Private Wealth Financial Advisor to high-net-worth families, foundations, and institutions, Chris Jewell has worked to build collaborative relationships with his clients. He believes it is crucial to keep an open dialogue with his clients to form a relationship built on knowledge and integrity.

A Private Wealth Financial Advisor from Wells Fargo Advisors is committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. They can provide access to Wells Fargo Bank specialist to help their clients with guidance across many aspects of wealth planning, wealth transfer, lending needs, investments, philanthropy, wealth and retirement planning, family dynamics, and fiduciary services. This elevated level of service is designed to support each client’s full financial picture to help them preserve and grow their wealth across generations.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CA, CT, DE, FL, GA, MA, MD, ME, MI, NH, NJ, NY, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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