Jason Witrock

About Jason Witrock

Applying my 15 plus years of diverse financial experience to help high-net-worth individuals, their families, and their businesses preserve and grow wealth. As a Financial Advisor my goal is to help investors find financial well-being in their financial lives, in regard to investing. Along with providing traditional advice and guidance, the portfolios I build for my clients, personalized or with a defined strategy, are designed to help them pursue their objectives. I may incorporate individual stocks and bonds, Wells Fargo Advisors\' model portfolios, or even a third-party investment strategy in an effort to help them meet their goals. Prior to joining Wells Fargo Advisors, I spent many years on Wall Street in a variety of institutional investing roles working as a Vice President of Fixed Income and Credit Derivatives, Capital Markets and FX for Citigroup, Lehman Brothers, National Australia Bank, and Dresdner Bank with my last position at Merrill Lynch as a VP, Portfolio Manager. Other Activities / Interests- Board Member of Miami Beach Leadership Academy Alumni: 2010 to 2016 - Board Member of Miami Beach CDC: 2015 to 2020 - Founder of Miami Beach JCC - Northeastern University Miami Alumni Chapter President: 2013 to Present - Appointed to the Safety Committee Board of Miami Beach: 2012 to 2014 Please contact me by e-mail at J••••••••@wellsfargoadvisors.com or by phone at 30••••••94. I cannot respond to messages through LinkedIn. This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, LA, MA, MD, MO, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, and VT 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

Experience

1. Vice President - Investments at Wells Fargo Advisors

   Wells Fargo Advisors

   Jan 2018 — Present · Aventura, FL, US

Education

• Northeastern University

  Bachelor's Degree

  1989 — 1993

Skills

• Investment Management
• Lending and Credit
• Portfolio Management