Jean Ballentine is a CERTIFIED FINANCIAL PLANNER™ professional and Managing Director -Investments with Wells Fargo Advisors, with over 40 years of experience in the investment industry, 25 years with her current firm or its predecessors. Her extensive experience—throughout major shifts in the markets—enables her to help her clients structure balanced portfolios to address their specific financial goals.
Jean received her Bachelor's degree from the University of Florida. She then went on to complete the Securities Industry Institute at the Wharton School of Business. She received the Wells Fargo Advisors Spirit Award, a prestigious award that recognizes a select group of Premier Advisors for their lifetime achievements—both personal and professional—and for epitomizing and reflecting Wells Fargo Advisors' values. Premier Advisors is a select group of financial advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client service best practices. She was also named one of the nation's top 1,000 advisors for 2013 and top 1,200 advisors for 2014 by Barron's1, a financial weekly newspaper published by Dow Jones & Company since 1921. Most recently, Jean was recognized in 2017 as one of “America's Top 200 Women Advisors” by Forbes2.
As an active part of the community, Jean has served on the American Cancer Society Board of Directors for South Carolina, provided pet therapy services to nursing home residents for over 14 years, and as a board member of the Eau Claire Cooperative Health Center. When not in the office, she enjoys spending time outside either hiking the trails on the Blue Ridge Mountains or at the barn with her two daughters and a couple of horses and dogs at her side.
1- The rankings are based on data provided by thousands of advisors and financial services firms. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.
2- Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.