Jonathan Weber, CRPC

Assistant Vice President - Investments

I have the knowledge, training, and resources to help my clients succeed financially. My goal is to provide superior client service. I believe a long-term relationship is built on the trust earned through integrity, hard work and service.

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Meet Our Team

Jonathan D. Weber

Assistant Vice President - Investments

Phone: 513.985.1361
Email: jonathan.weber@wfadvisors.com
Jonathan became a part of Wells Fargo Advisors in 2015, joining an investment advisory team that included his father, Daniel Weber, First Vice President - Investments, and Juliann Scruggs, Senior Registered Client Assistant.

Jonathan’s core values of family, faith, diligence, integrity, and honesty have been passed down through generations, shaping his approach to wealth management. He specializes in advising uniquely successful clients on investment planning to help grow and preserve wealth for the future. Based in Cincinnati, Ohio, Jonathan and Juliann now lead the practice, steering it towards a successful future. As an Assistant Vice President - Investment Officer, Jonathan takes pride in guiding clients financial futures and ensuring their financial roadmap is organized, up-to-date, and positioned for success.

Jonathan holds a degree in Marketing and Finance from Anderson University’s Falls School of Business and has earned the FINRA Series 7and Series 66 securities registrations. He also holds insurance licenses for life, annuities, and long-term care insurance. Jonathan stays informed on market trends and investment planning, and has earned a Chartered Retirement Planning Counselor SM (CRPC®) designation from the National College of Financial Planning. Jonathan is honored to be recognized as a Five Star Wealth Manager as seen in Cincinnati Magazine in 2023.

Outside of work, Jonathan resides in Landen, Ohio with his wife Abigail and four children. They actively participate in community events and their kids’ sports activities. In his free time, Jonathan enjoys spending quality time with family and friends, playing golf, following the football season, and exploring different hot sauces!

Juliann Scruggs

Senior Registered Client Associate

Phone: 513.985.2075
Email: juliann.scruggs@wfadvisors.com
Juliann is a Senior Registered Client Assistant with over ten years of financial services industry experience including previous roles working at Citi Bank in the Citi Gold department serving some of the bank’s wealthiest clients. She obtained her FINRA Series 7 registration in 2014 and her Series 63 registration in 2015, helping her to transition her career to a Client Assistant role at Wells Fargo Advisors.

Juliann graduated from Holy Cross High School in 2010 and began her banking career at Citi Bank. She has found fulfillment in helping people and educating them on financial independence.

Our clients benefit greatly from her unwavering determination, a quality she believes is her greatest asset. With a decade of experience in the financial services industry, she continues to expand her knowledge and eagerly shares valuable insights with clients, driving her passion for helping others every day.

Away from the office, Juliann enjoys watching her children play sports, traveling with friends, and spending time outdoors. Juliann comes from a very large family of 20 siblings and values the close bond her children have with her parents, who live on the same street in Covington, Kentucky, where she grew up.
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Why Invest With Us

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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