Jonathan Brummer, Cfa, Cfp® Email & Phone Number

I specialize in portfolio construction and investment planning, to deliver impactful solutions across the spectrum of holistic wealth management. I am also committed to making the complex, simple: working with clients to help organize their financial lives, prioritize their goals, and seamlessly implement plans that strive to solve for the challenges they face.Please visit our website at: www.rubin-brummer.com* Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.This information is intended for use by residents of AZ, CA, CT, FL, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, PR, RI, TX, VT, WA, and WV only.California Insurance License #: 4106686, Resident State MA/*********/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 Series 7, Asset Allocation, Bloomberg Terminal, Due Diligence, and 10 others.

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  Nichols School