Jonathan Pickert
Senior Vice President | Private Wealth Advisor
- Role
- Senior Vice President Private Wealth Advisor at Wells Fargo Private Wealth
- Location
- Santa Barbara, CA, US
- LinkedIn followers
- 500 followers
About Jonathan Pickert
Private Banking team serving the comprehensive financial needs of family offices, business founders, C-suite executives, entertainment personalities and multi-generational wealth across the Central Coast and Southern California. We take pride in providing our clients highly customized guidance along with direct access to a diverse professional network that embraces discretion and client privacy.~Investment Planning ~Pre/Post-Liquidity Event Strategies~Investment Banking (Equity / Debt / M&A)~Customized Credit Solutions ~Jumbo Mortgages ~Securities Portfolio Management ~Alternative Investments (Hedge Funds, Private Equity, Syndications)~Commercial Investor Real Estate ~Specialty Assets (Oil/Gas, Ranching, Forestry)~Collateralized Asset Lending (Aviation, Marine, Art)~Philanthropic Solutions *Wills, Trusts, Foundations and Wealth Planning strategies have legal, tax, accounting and other implications. Clients should consult their legal, tax and accounting advisers.*NMLS #10•••85Equal Housing 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 InvestedThe Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A, Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Senior Vice President Private Wealth Advisor
May 2025 — Present · Santa Barbara, CA, US
Education
Fort Hays State University
Bachelor's degree, Business Management
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