Adam Jones

Senior Financial Advisor @Wells Fargo Advisors

Reno, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2022 — Present

Senior Financial Advisor @Wells Fargo Advisors

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Reno, NV, US

I help individuals and families at Wells Fargo, reach their financial goals, while helping them to achieve their financial dreams and increase their financial confidence. By providing sound financial advice based on 20 years of experience in the finance industry. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.As a financial advisor, I am dedicated to helping my clients achieve their financial goals by understanding their needs, offering responsible investment advice, and providing excellent service. I hold the Nevada Life and Health Insurance License as well as FINRA Series 7 and 66 registrations. A third-generation Nevadan, I was born and raised in Reno and graduated from the University of Nevada with a degree in Business Administration majoring in Economics.In my spare time, I enjoy investing in my family — there’s no better investment than that!Please contact me by e-mail a••••••••@wellsfargo.com or by phone 77••••••34. I cannot respond to messages through LinkedIn.

SKILLS

401k RolloversAsset AllocationBusiness-Succession PlanningConcentrated Stock ManagementDeferred CompensationEstate Invesment PlanningFinancial AdvisoryFinancial AnalysisFinancial ReportingFinancial ServicesFixed IncomeInsuranceInvestmentsInvestment StrategiesMulti-Generational Wealth TransferRelationship ManagementRetirement SavingsRetirement Plan ConsultingRisk ManagementSecuritiesBondsMutual FundsVariable AnnuitiesStock Market AnalysisWealth ManagementWealth Preservation PlanningTax EfficiencyEmployee BenefitsManagementFixed AnnuitiesInvestment ManagementIrasTime ManagementLife InsuranceWealth Management ServicesHigh Net Worth IndividualsWealthFinancial PlannersAlternative InvestmentsFinancial Risk

ABOUT ADAM JONES

I am a 3rd generation Nevadan, born and raised here in Reno. My entire adult life I have…

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Adam Jones — Senior Financial Advisor at Wells Fargo Advisors in Reno, US | Unifers