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Jonathan Kimmes
Financial Advisor
I have an extensive Securities and Investments background and hold FINRA Series 7, 63, & 65 registrations, and the CA Insurance License (0D84988). Resident State CA. I consult with individuals and business entities on wealth management strategies, risk tolerance, and portfolio diversification. I have more than 25 years of experience in the retirement and investment planning business and currently help manage investments of more than $850 million for Wells Fargo Advisors clients as of July 1st, 2025. Given my tenure, I have experienced all types of market environments and understand how to manage risk and stay tactical even during market downturns. I have been recognized on the Forbes 2025 Best-In-State Wealth Advisors list. This distinction reflects my commitment to providing exceptional financial advice and personalized service to our clients every day. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). Review award disclosures For more details about our team & services we offer please visit: www.jonkimmes.com
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