Jon Lindenberg Email & Phone Number

Washington, D.C. area based financial advisor with a broad range of clients including - small businesses, associations, endowments, professionals, and families. My strong entrepreneurial background and passion for people allow me to give a unique perspective. For more than 20 years, I have helped clients build, manage, preserve and transition their wealth. By balancing risk with long-term financial goals and putting clients’ best interest first I have become a trusted resource in the financial community.How I can help you:- Retirement Planning- Investment Management- Small Business Retirement Plans- Investment PlanningConnect with me by phone at 301-961-0141 or via email at jon.lindenberg@wfadvisors.com.About Me:Outside of the office, I can often be found cheering on my four children at their various activities or chasing after our three rescue dogs. I believe in community engagement – founding Bethesda Business Connections in 2001, serving as President of the D.C. chapter of the Skidmore College Alumni Association and actively participating in the Technion – Israel Institute of Technology and Juvenile Diabetes Research Foundation.This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KY, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WI, WV, and WY only.CA Insurance License #0M79239. Resident State: MD./*********/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 Business Owner Planning, Deferred Compensation Plans, Estate Investment Planning, Fixed Income Strategies, and 11 others.