: For 35 years, Jeff has helped clients address their financial concerns and is passionately committed to growing and preserving his clients’ wealth. Jeff began his career as a Financial Advisor with Morgan Stanley in 1990, where he developed his fundamental investment knowledge. He joined Wells Fargo Advisors in 2009 and in 2024 formed a team that would become the Hobbs, Hoskins & Boswell Financial Consulting Group of Wells Fargo Advisors, where he takes a team approach to providing personalized financial advice for individuals and families.

Jeff Boswell is dedicated to helping clients achieve their financial dreams by first understanding their needs, offering sound investment advice, and providing a level of service and availability that exceeds expectations. In helping his clients design strategies to help preserve and manage their wealth, he has formed alliances with other professionals to help clients understand tax planning strategies, estate planning strategies, and the complexities of investments in reaching individual goals.

Jeff graduated from San Diego State University, majoring in Business Administration in 1987. He holds a FINRA series 7,63, and 65 security registrations.

Jeff loves to spend time with is three children. Jeff enjoys travelling in his Sprinter Van throughout the Western US and is an avid skier and hiker. Jeff has resided in Visalia, CA since 1965, and he is proud to be involved in many groups within the community. He is currently a member of Rotary, Lions Club International, and is a current board member of the Tulare County Department of Education Foundation.

 

CA Resident Insurance License Number: A73312