Jordan Shapiro

Jordan Shapiro a Financial Advisor with Wells Fargo Advisors, I partner with individuals, families, and business owners to build thoughtful, goals based investment strategies. I take the time to understand each client’s financial priorities, life goals, and full financial picture. With that foundation in place, I use the broad resources of Wells Fargo Advisors to help clients pursue what matters most. For some clients this includes growth and protection, while others focus on supporting loved ones or enjoying their wealth throughout their lifetime. My approach adapts to each client’s preferences, so their investment plan reflects what is most important to them.

Prior to becoming a Financial Advisor, I worked in lending and credit services, supporting clients through home financing and cash flow considerations. This background helps me bring a well rounded perspective to planning conversations and to discussions about balance sheet strategy, while staying focused on each client’s long term objectives.

Collaboration is central to my work. I partner with specialists across Wealth Planning, Private Banking, Trust and Fiduciary Services, Insurance, and Lending to deliver coordinated guidance that reflects each client’s unique circumstances. My focus is on clear, thoughtful wealth planning solutions, including the appropriate use of alternative investments. I also strive to explain complex topics in a clear and approachable way so clients feel confident in every decision.

Our team includes Senior Financial Advisor Kyle Stoutland and Financial Advisor Ryan Tominaga. Together, we offer clients the benefit of our combined experience, a unified planning approach, and a shared commitment to building long term relationships based on trust.

A California native, I enjoy golfing, hiking, skiing, and traveling the world in search of great food. I’m always looking to expand my network and deepen my knowledge, both personally and professionally.

 

CA Insurance License Number: 4322132. Resident State [CA].

 

Wells Fargo Advisors does not provide legal or tax advice.

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

Lending and other banking services available through Wells Fargo Advisors (NMLS ID 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.