Jamie Meronoff
Senior Vice President - Investments @Wells Fargo Advisors
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WORK HISTORY
Senior Vice President - Investments @Wells Fargo Advisors
La Jolla, CA, US
EDUCATION
University of Arizona, Eller College of Management
Bachelor’s Degree, Business Administration and Marketing
ABOUT JAMIE MERONOFF
As a Financial Advisor, I enjoy the opportunity to work with a select group of individual investors and entrepreneurs on creating and implementing financial strategies that work toward specific goals that we set together. Whether it\'s planning for retirement, saving for college for children or grandchildren or trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. Specialties: • Comprehensive Retirement Planning -Individual Retirement Accounts (Roth IRAs, Traditional IRAs)-Business Retirement Plans (401(k)s, 403(b)s, 457(b)s, Defined Benefit, Profit-sharing, SEP IRAs, SIMPLE IRAs) • Education Savings (529 Plans) • Insurance (Term Life, Permanent Life, Long-term Care, Key Person)* This information is intended for use by residents of AL, AR, AZ, CA, CO, DC, FL, ID, IL, MA, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, VT, and WA only. CA Insurance License: 0H52636. Resident State: California 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 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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