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JERROLD CLARKE

First Vice President - Investment Officer, Senior Financial Advisor

Distinct Financial Solutions with Personalized Service

I have functioned as a family CFO or a go to financial quarterback for families and business owners since 1997. I specialize in investment management and investment planning. Also, I seek to make certain all aspects of my clients financial affairs are organized and coordinated. I've helped them solve their problems quickly regarding their financial affairs, optimize the preservation and growth of their assets, achieve their financial goals, create the future they desire and maintain their current lifestyle throughout retirement. I enjoy working with business owners, executives and self-employed professionals.

Meet Our Team

Services

Planning for Retirement

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets.

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Business Services

Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

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Insurance

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy.

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College Savings Plans

Saving up for your child’s college education doesn’t have to interfere with retirement goals. Find out how 529 plans and trust funds may work for you.

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Contact

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2026 Outlook: Trendlines over headlines

Wells Fargo Investment Institute’s 2026 Outlook goes beyond headline noise to focus on durable trends—interest-rate cuts, tax incentives, and AI-driven growth. See what these could mean for stocks, bonds, real assets, and alternative investments.

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