Jonathan “Jon” Hoskins, Managing Director – Investments, has dedicated the last 34 years to helping his clients navigate the shifting financial markets to reach their wealth management goals. His mission is to provide every client with targeted, comprehensive investment advice and portfolio management - delivered with the highest level of personal service and professional integrity.

Jon believes it takes careful planning to ensure your wealth continues to work in support of your goals. As such, this planning is not a single event but a constant process of adaptation. He works continually with his clients to update their investment strategies as the market and life circumstances change. Jon specializes in retirement income planning to help clients create a plan and feel prepared through their well-earned retirement. He also helps clients stay current with regulatory and legal changes and uses estate planning strategies* to help preserve their wealth - now and for generations to come.

Jon and his wife Mindy reside in Visalia. They have raised 4 kids and now enjoy watching and cheering them on as adults. Jon is active in local church leadership and has a heart for missions. He loves playing golf, camping, and riding motorcycles. He and Mindy take every opportunity to travel and explore the natural beauty of California and the world.

*Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

CA Resident Insurance License Number: 0B07835. Resident State: CA.

 
Wells Fargo Advisors does not provide legal or tax advice.

However, I will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Katie Hobbs has been helping successful families, small businesses, and institutions
manage their wealth since 1993. Katie is one of the team’s lead strategists for business
development and focuses on portfolio management and investment planning.

Katie earned her Bachelor’s Degree in Social Ecology/Criminal Law from the University of
California, Irvine and attended post graduate courses at Seattle University in financial
planning. Her commitment to her community is reflected in her involvement with Las
Madrinas Guild for Valley Children’s Hospital, Kaweah Health Heritage Club and other
local charities. Katie and her husband Brent have raised two boys, Blake and Hayden, in
Visalia. Katie enjoys family activities such as snow skiing, wake boarding, golf and travel.

In 2025 and 2026, Katie was recognized by Forbes as one of the Forbes Top Women Wealth
Advisors Best-in-State. This accolade recognizes women who are setting the benchmark
for best practices and consistently providing an excellent client experience.

She is also a recognized Platinum Council Advisor for 2015, 2016, 2017, 2020, 2021, 2022,
and 2023. The Platinum Council distinction is held by a select group of Financial Advisors
within Wells Fargo Advisors as measured by one or more of the following: completion of
educational components, business production from the previous year, and
professionalism. Additional consideration may have included best practices and team
structure. Katie has earned FINRA Registrations 7, 9, 10, 63 and 65 along with California
Resident Insurance License, 0B92339, and non-residence in WA, OR, CO and TX.

CA Insurance License Number 0B92339. Resident State CA.

[2026 Forbes Top Women Wealth Advisors Best-in-State
2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data
compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25
(Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded
February 2025; Data compiled by SHOOK Research LLC based on the time period from
9/30/23 - 9/30/24 (Source: Forbes.com) The Forbes Top Women Wealth Advisors Best-in-
State rating algorithm is based on the previous year's industry experience, interviews,
compliance records, assets under management, revenue and other criteria by SHOOK
Research, LLC. Investment performance is not a criterion. Self-completed survey was used
for rating. This rating is not related to the quality of the investment advice and based solely
on the disclosed criteria.]