Our Team

At the Wilshire Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Wells Fargo Advisors, we'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.

Jeff Ockwood, CIMA®

Jeff Ockwood, CIMA®

    • Managing Director - Investments
    Jeff Dinkins

    Jeff Dinkins

      • Managing Director - Investments
      Andrew McGrath, CFP®

      Andrew McGrath, CFP®

        • Managing Director - Investments
        Jason Jaynes, CFP® CPWA®

        Jason Jaynes, CFP® CPWA®

          • Senior Vice President - Investments
          Della Prather

          Della Prather

            • Assistant Vice President
            • Senior Registered Client Associate
            Pamela Peck

            Pamela Peck

              • Assistant Vice President
              • Senior Registered Client Associate
              Ansley Legg

              Ansley Legg

                • Officer
                • Senior Client Associate

                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, GA, LA, MA, MS, OH, OK, TN, TX, WA, WV). 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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                © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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