Senior Vice President - Investment Officer, Financial Advisor
Current419 5th Street, Suite 1010 / Defiance, OH 43512(419) 782-1900w / (419) 980-2115c
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@wellsfargoadvisors.com
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Jay Hanson, Mba is listed as Senior Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Toledo, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Jay Hanson, Mba.
Jay Hanson, Mba previously worked as Senior Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors and Sr. Vice President at The State Bank And Trust Company. Jay Hanson, Mba holds Certified Retirement Services Professional (Crsp), Financial Solutions For Retirement from The Institute Of Certified Bankers.
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Since 1995, I’ve helped clients implement active investment strategies to help accomplish goals clarified through a sound investment planning process. I focus on growing & preserving wealth of individuals of high net worth, families and businesses by providing integrated wealth management and investment planning services. I have experience working with Qualified Retirement Plans (401k & Profit Sharing), IRAs (Traditional, Roth, & Beneficiary), personal Trusts (Revocable & Irrevocable) and investment accounts.I earned my MBA (Masters of Business Administration) from Ball State University, my BA (Bachelor of Business Administration) from The University of Toledo, and hold the Series 7, 63 and 65 registrations. I have my Ohio Insurance License for Life & Accident/Health. Giving back to our communities is very important. I am proud to serve on the boards and be associated with the local charities listed below. My wife Christine and I are also active in our two boys’ schools and sports activities.Please visit my website at https://home.wellsfargoadvisors.com/jay.hanson for information about my practice and the services I provide to my clients. I am currently accepting new clients and appreciate your referrals.This information is intended for use by residents of AL, CA, CO, FL, GA, IL, IN, MI, NJ, NY, OH, PA, SD, TX, and VA only./*********/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 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
Listed skills include Investments, Investment Strategies, Iras, Retirement Planning, and 13 others.
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Defiance, Ohio
419 5th Street, Suite 1010 / Defiance, OH 43512(419) 782-1900w / (419) 980-2115c
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
Kenneth Harb
Colleague at Wells Fargo Advisors
Farmington, Michigan, United States, United States
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Devon Massi
Colleague at Wells Fargo Advisors
Newport Beach, California, United States, United States
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Charlie Nash
Colleague at Wells Fargo Advisors
Virginia Beach, Virginia, United States, United States
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Bryan Parkinson
Colleague at Wells Fargo Advisors
Newport Beach, California, United States, United States
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Celeste W. Jordan
Colleague at Wells Fargo Advisors
Maryland Heights, Missouri, United States, United States
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Patrick Niedermeyer
Colleague at Wells Fargo Advisors
Portland, Oregon, United States, United States
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Jeffrey Tonini
Colleague at Wells Fargo Advisors
Butler, Pennsylvania, United States, United States
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Sheryl House
Colleague at Wells Fargo Advisors
Bethalto, Illinois, United States, United States
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Debra Oetker
Colleague at Wells Fargo Advisors
Marshalltown, Iowa, United States, United States
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Ronke Layonu Ogunyode
Colleague at Wells Fargo Advisors
Shakopee, Minnesota, United States, United States
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Quick answers generated from the profile data available on this page.
Jay Hanson, Mba works for Wells Fargo Advisors.
Jay Hanson, Mba is listed as Senior Vice President - Investment Officer, Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors.
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Jay Hanson, Mba at Wells Fargo Advisors.
Jay Hanson, Mba is based in Toledo, Ohio Metropolitan Area, United States while working with Wells Fargo Advisors.
Jay Hanson, Mba has worked for Wells Fargo Advisors and The State Bank And Trust Company.
Jay Hanson, Mba's colleagues at Wells Fargo Advisors include Kenneth Harb, Devon Massi, Charlie Nash, Bryan Parkinson, and Celeste W. Jordan.
You can use AeroLeads to view verified contact signals for Jay Hanson, Mba at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
Jay Hanson, Mba holds Certified Retirement Services Professional (Crsp), Financial Solutions For Retirement from The Institute Of Certified Bankers.
Jay Hanson, Mba is listed with skills including Investments, Investment Strategies, Iras, Retirement Planning, Finance, Customer Service, Asset Allocation, and Qualified Retirement Plans.
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