Jake Klarberg

As a member of The Canell Group of Wells Fargo Advisors, Jake creates tailored investment plans for high-net-worth individuals and families, business owners, entrepreneurs, athletes and entertainers. Jake provides access to a broad suite of services from trust and estate planning strategies, college funding, retirement vehicles and philanthropy to private banking offerings such as credit, lending and mortgages. Whether clients seek asset appreciation, income generation or capital preservation, he leverages the full capabilities of Wells Fargo Advisors to help realize their goals. Jake has worked extensively with sports figures and is well versed in the need to design strategies that help optimize the value of a time-sensitive profession. He is proficient in managing investments for Retirement Compensation Arrangement (RCA) trusts, which help lower tax exposure for American athletes working in Canada. This capability is especially advantageous for players in the MLS, MLB, NHL and NBA. Growing up in a business-focused family, Jake was exposed at an early age to the need for sound Investment planning. He set his sights on a career in wealth management and attended the University of Connecticut, where he earned a B.A. in Economics. Prior to joining Wells Fargo Advisors, he brought his talents to J.P. Morgan, the New York Yankees, IMG and Monarch Business & Wealth Management. Wells Fargo Advisors is not a legal or tax advisor. PM-04012026-6981023.1.17 Jake resides in Armonk, NY with his wife Kate and their daughters, Abigail and Olivia. Wells Fargo Advisors is not a legal or tax advisor.