Jonathan Spencer, CFP, MBA

Jonathan B. Spencer is a Senior Financial Advisor with Wells Fargo Advisors who is passionate about helping clients build comprehensive plans that connect their investments, retirement goals, cash flow needs, risk management, and legacy objectives into a clear strategy. He believes that effective planning serves as the foundation for long-term confidence and enjoys guiding clients through important life decisions with a disciplined, goals-based approach.

By taking time to understand each client's priorities, values, and aspirations, Jonathan helps create personalized strategies designed to support both current needs and future goals. Drawing on extensive experience in investment planning, retirement income strategies, annuities, advisory services, cash management, and portfolio construction, Jonathan works closely with clients to develop tailored recommendations that align with their plans.

His approach emphasizes education, transparency, and communication. He focuses on simplifying complex financial concepts and provide thoughtful guidance while helping them navigate changing market environments with confidence. Based in Utah, Jonathan is committed to building lasting relationships grounded in trust, responsiveness, and exceptional service.

He enjoys working with individuals, families, and business owners who value a long-term relationship and a thoughtful approach to wealth management. By combining the resources of Wells Fargo Advisors with a planning-first philosophy, Jonathan strives to help clients make informed decisions, preserve wealth, pursue growth opportunities, and create financial confidence for generations to come.

Outside of the office, Jonathan and his wife reside in Draper, Utah, with their dog Nigel. He enjoys staying active through yoga and cycling and is an avid reader. Jonathan is passionate about giving back to his community and volunteers as a foster for rescue puppies through Nuzzles & Co. He also serves as a Speech and Debate coach at Corner Canyon High School, where he enjoys helping students build confidence, communication skills, and leadership abilities.