Jonathan Moskowitz Email & Phone Number

My mission is to provide targeted, comprehensive financial advice with the highest level of personal service and professional integrity. In my role as Managing Director – Investments, I offer tailored advice and guidance with the goal of helping you and your family become confident as you look to the future. I work to help you maintain and preserve the wealth you’ve worked so hard to earn.Background and ExperienceI began my career as a Financial Advisor with Smith Barney in New York in 1998, where I learned the fundamentals of investment management. I transitioned my practice to Merrill Lynch in 2004. Toward the end of the financial crisis, I searched for opportunities and resources to better align with my clients’ needs and moved to Wells Fargo Advisors. I hold a bachelor’s degree in Business Management from Nichols College.Away from the OfficeI enjoy working out, hiking, traveling, going to the theater, listening to music and going to the beach. I am happily engaged to my fiancé, Deborah, and enjoy our blended family of four wonderful children, Ashley, Tori, Connor and Addison and our two rescue dogs, Nina and Vincent. I am the founder of the Deborah Jean Foundation, a non-profit organization that gives to causes near and dear to my heart such as supporting cancer research, various children’s causes and animal rescue.California insurance license # 0D89460Resident state FloridaThis information is intended for use only by residents in the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN,TX, UT, VA, WA, WI, WV, WYInsurance licensed in the following states: AL, CA (Lic. # 0D89460), CT, FL, GA, IL, MA, MD, NJ, NY, OR, SC, WA/*********/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, Financial Advisory, Retirement Planning, Investment Strategies, and 9 others.