Justin Ross, MBA

It is both an honor and a privilege to serve a select group of individuals, families, and business owners, helping them design and implement thoughtful, comprehensive wealth management strategies. My approach begins with listening—gaining a deep understanding of each client’s current circumstances, past experiences, and long-term aspirations. I believe that financial decision-making is shaped equally by logic and emotion. By combining patience, perspective, and disciplined guidance, I help clients navigate both—providing clarity in complex situations and confidence in the decisions we make together. I strive to deliver advice that is objective and grounded in a conservative, cost-conscious philosophy designed to preserve and grow wealth over time.

As part of the Lincoln-Ross Wealth Management Group at Wells Fargo Advisors, I work closely with clients on investment management and goals-based planning to help align their financial resources with what matters most. Prior to joining Wells Fargo Advisors, I served as a Private Client Banker at JPMorgan Chase Bank, N.A. I was also a founding partner of Jewish Values Investment Funds, a Registered Investment Advisor focused on aligning investment opportunities with Jewish values—supporting the growth of the Israeli economy while giving back to the community through a single, purpose-driven investment vehicle. I earned my MBA and a Certificate in Financial Planning from Pepperdine University’s Graziadio School of Business and Management.

Family is at the center of everything I do and serves as a constant reminder of the deeper purpose behind my work. Outside the office, I enjoy spending time with my wife, Jenna, and our children, Jonah and Maya—whether on the golf course, at the beach, or simply making the most of time together.