JONATHAN L. HURD, MBA

Senior Vice President - Investments, Financial Advisor

Helping Clients Succeed Financially

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals. I offer comprehensive financial solutions for individuals and business owners and advise clients on customized wealth management strategies.

Awards and Recognition:



2023 AdvisorHub National 100 Solo Advisors to Watch List

The AdvisorsHub 2023 Advisors to Watch Rating produced by AdvisorsHub is based on industry experiencce, assets under management, revenue, growth, compliance records, professionalism, and other criteria from December 31, 2021 to December 31, 2022.
Investment performance is not a criterion. Self-completed survery was used for the rating. This rating is not related to the quality of the investment advice and based soley on the disclosed criteria.

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Midyear Outlook: Navigating End-of-Cycle Turbulence

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News and Insights

Wells Fargo Advisors Portfolio Perspectives

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...

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COVID-19 - Bringing financial relief to a global crisis

Bringing Financial Relief to a Global Crisis

The fallout of the COVID-19 pandemic is being felt around the world. Wells Fargo is working hard to support its customers, employees, and communities...

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Wells Fargo Investment Institute Chart of the Week

Chart of the Week

Weekly chart using economic data to address timely market topics from the Wells Fargo Investment Institute Global Investment Strategy team...

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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