We help clients organize their finances and stay focused on what matters most. Our approach centers on planning, clear advice, and regular check-ins to help clients feel confident and in control.
Jamie Klinnert
Financial Advisor
Email Address
Jamie.Klinnert@wellsfargoadvisors.comPhone Number
(470) 559-2275As a Financial Advisor with Wells Fargo Advisors, I help individuals and families align their financial priorities with their personal goals through personalized, strategic wealth planning. Whether it's preparing for their children’s education, managing wealth through real estate, planning for a fulfilling retirement, or staying resilient through life’s financial curveballs, I bring clarity, confidence, and care to every client relationship.
With over 25 years in financial services at Wells Fargo Bank, N.A.—including leadership roles in business planning, strategy, and credit—I offer a broad, integrated perspective to wealth management. My expertise in credit strategy enhances traditional investment planning by helping clients make informed decisions around borrowing, liquidity, and leverage. I earned a Bachelor of Science in Finance and a Minor in Economics from St. Cloud State University’s Herberger Business School.
This professional experience is deeply informed by my personal journey—managing our family’s financial life alongside my wife while raising four daughters into adulthood. That experience shaped my belief in the value of disciplined, personalized guidance during life’s pivotal moments. I view wealth planning as a long-term partnership that evolves with each client’s unique circumstances. Open, proactive communication is central to my approach, ensuring clients feel informed, supported, and confident in the decisions we make together. As your dedicated advisor, I also connect you with the broader resources of Wells Fargo’s banking and lending affiliates to help meet a wide range of financial needs.
I remain active in the local community through my service on the Finance Committee of the United Way of Greater Atlanta. Outside of work, I enjoy leading a men’s group at my church, spending time with family, playing golf, and sharing my lifelong love of baseball—rooted in family tradition and passed down through generations. I was fortunate to play the game myself and continue to enjoy it today, whether watching or sharing it with my own family. These experiences outside the office enrich my perspective and reinforce the values I bring to wealth planning.
I welcome the opportunity to help you build a financial future that reflects your goals and supports your life’s journey.
Put your future into focus today.
Working with Us
- Time — to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Our Investing Process
We follow a time-tested process to help ensure your wealth is managed to the best of our abilities:
1. In-Depth Discovery Session. You do the talking, we listen—unless we ask questions to fully understand what you want to achieve.
2. Research. And Research. We review various portfolio constructions before presenting a plan that aims to accomplish your goals.
3. Implement. Once you give us permission, we’ll initiate our agreed upon plan.
4. Refine. Your goals or priorities can change over time or sometimes in an instant. We’ll work together to reallocate your assets to respond to your life’s developments.
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
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