Jack Elton, CFP

Jack Elton has been in the wealth industry since 2018. He began his career with a focus on building lasting relationships with his clients by being their life partner through their financial journey. With a commitment to listening to his clients? needs and goals, Jack provides appropriate solutions to each individual, moving forward with them as a team. Prior to his time at Wells Fargo Advisors, Jack was a Registered Associate at Morgan Stanley and Raymond James where he worked with high-net-worth teams and developed his skills. With an emphasis on wholistic planning, Jack also earned the CERTIFIED FINANCIAL PLANNER ? certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this, he had to complete approved education programs, pass rigorous examinations, and meet stringent experience requirements. Originally from San Francisco, Jack moved to Fort Collins, Colorado in 2017 to join his now wife in her home state. Although currently in the mountain town of Durango in southwest Colorado, Jack works out of both the Durango, CO Wells Fargo Advisors office as well as the San Francisco office. When not listening to podcasts on the current macro-economic environment or continuing his CFP? education, Jack and his wife Alexandra love to be outside skiing, cycling, hiking, or enjoying whatever else the Colorado outdoors have to offer. They have one dog named Luna, two kittens named Nigel and Nini, and are avid cuisine and wine enthusiasts. Finally, Jack is a volunteer at the Durango Chamber of Commerce and is part of the local Business Networking International group. Jack looks forward to helping you and your family achieve their goals.