Jeffrey Upchurch
Managing Director - Investments
Jeff has maintained a reputation for integrity and insightful investment advice throughout more than three decades in the financial services industry. He is dedicated to earning each client's trust by providing sound, personalized advice with the highest level of professionalism.
He has been recognized as Platinum Council Advisor since 1992. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
• Joined Wells Fargo Advisors in 1987 when it was a predecessor firm by the name of Wheat First Securities, Inc.
• Bachelor’s degree from the United States Naval Academy in 1981. He spent the next six years as a submarine officer in the US Navy.
• Registrations maintained: FINRA Series 7, 63, 65. Insurance and annuity licensed.
- CA license 0D34512 Resident State VA