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Jesus Chavez

Financial Advisor

Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Jesus Chavez

Financial Advisor

Email Address

Jesus.G.Chavez@wellsfargoadvisors.com

Phone Number

(831) 464-3569

As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.

For more information about how I may be able to help you pursue your financial goals, please contact me.

CA Insurance License Number: 4281657. Resident State CA.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
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eMoney Advisor®

A modernized approach to advice

Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.

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Investment expertise and advice in an effort to help clients succeed financially

Wells Fargo Investment Institute

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Stock Market News

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Market Uncertainty

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Looking Ahead

Looking Ahead recaps how markets performed over the last week and what may happen next week all condensed into one digestible summary. Updated every Friday at market close; start your weekend off on the right foot by reading Looking Ahead.

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Market Commentary

Weekly commentary providing market analysis from Wells Fargo Investment Institute.

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CAPITOLA Office

1700 41ST AVE
CAPITOLA, CA 95010
Local Phone: (831) 464-3569
Toll-Free Phone: (833) 973-2268
Fax: (831) 475-4923
Jesus.G.Chavez@wellsfargoadvisors.com
Wells Fargo Advisors does not provide tax or legal advice.

Investing involves risk including the possible loss of principal. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets. Stocks offer long-term growth potential, but may fluctuate more and provide less current income than other investments. An investment in the stock market should be made with an understanding of the risks associated with common stocks, including market fluctuations. Dividends are not guaranteed and are subject to change or elimination.