Jeffrey Brockway

Jeff serves as a Managing Director - Investment Officer with Wells Fargo Advisors. Previously, Jeff was a Vice President and appointed member of the Portfolio Analytics Group at Clayton Brown, the investment banking firm in Chicago that founded Performance Trust Capital Partners. His decades of experience include the equity, corporate and municipal bond markets in addition to government, treasury, and agency securities. As a capital market specialist, Jeff applies a broad foundation of market and institutional knowledge in helping to achieve his client's investment planning goals. Jeff's practice focuses in the areas of retirement and estate planning strategies, trust strategies, foundations and endowments, education funding and IRA's.

He has been invited to speak to the Michigan Bankers Association in addition to the Financial Managers Association in Boston, MA. Jeff has appeared as a guest market commentator for the CBS News affiliate in Southwestern Michigan and was a regular weekly presenter on the radio program Investment Insights. In 2018, Jeff received the Wells Fargo Advisors Platinum Council distinction, new name as of 4/2023, previously known as Premier Advisor. 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.

Jeff holds a Bachelor of Science in Political Science with a concentration degree in Public Policy and Administration from Illinois State University.