Jonathan Weber, CRPC

Assistant Vice President - Investments

Our Wealth Management Services

Our wide range of planning and investment services include:

•Portfolio management
•Investment strategies
•Retirement planning, IRAs and Roth IRAs, 401(k) and IRA rollovers
•529 plans for education funding
•Estate planning strategies
•Risk management through insurance (life, annuities,
long-term care)
•Access to lending services through Wells Fargo affiliates
•Alternative investments for qualified individuals
•Small business consulting for 401(k) and Simple IRA
retirement plans

Wells Fargo Advisors and its affiliates do not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences.
1 Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
2 Insurance products are offered through non-bank insurance affiliates of Wells Fargo and are underwritten by unaffiliated companies.
3 Lending products and services are offered by bank and non-bank affiliates of Wells Fargo & Company.




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
This information is intended for use only by residents of (AZ, CA, CO, FL, HI, ID, IN, KY, MO, NC, NJ, NV, OH, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

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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