Jonathan Shevlin
Executive Director - Branch Complex Director at Wells Fargo Advisors
- Role
- Executive Director - Branch Complex Director at Wells Fargo Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jonathan Shevlin
I work hard every day to ensure that there is no better place to work as a Financial Advisor and Client Associate. Having over 20 years of experience in our industry,(As a Leader) I\'ve experienced firsthand the difference an energetic, stimulating, caring and fun branch office can provide Financial Advisors and their clients. I know this effort starts with the people I work with every day. Feel free to give them a call to ask what it\'s really like to work with me. I\'m confident that you\'ll be impressed with what you hear. I firmly believe that for far too long, the role of branch leaders has been relegated to a lesser position than when I first started in the business - offering no real value add to the practices of the Financial Advisors they manage. Too many leaders are unaware of their firms products and services and have a poor command of their firm\'s technology offerings and thus provide no enhancements to their FAs practices. In contrast, coaching FAs is one of my primary responsibilities and passions. Bottom line - if your considering transitioning your practice you need to meet with me. I pledge absolute and total confidentiality. Please contact my cell at 61••••••22 or j••••••••@wellsfargoadvisors.comThis information is intended for use by residents of AR, CO, CT, DC, DE, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, UT, VA, and WA 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 InvestedWells 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
Executive Director - Branch Complex Director
Mar 2019 — Present
Education
Villanova University
Business
1998 — 2000
The Lauder Institute - University of Pennsylvania
CIMA, Finance, General
2013 — 2013
Skills
- Wealth Management
- Series 9
- Securities
- Asset Management
- Series 10
- Financial Services
- Crm
- Asset Allocation
- Mutual Funds
- Hedge Funds
- Etfs
- Investments
- Series 7
- Retirement Planning
- Investment Advisory
- Alternative Investments
- Series 63
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