Jon A. Sampson, Cfp®, Cpm®
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Jon A. Sampson, Cfp®, Cpm® Email & Phone Number

First Vice President–Investments, Senior Financial Advisor, Senior PIM® Portfolio Manager at Wells Fargo Advisors
Location: Bakersfield, California, United States 5 work roles 3 schools
1 work email found @wellsfargoadvisors.com 3 phones found area 661 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 3 phones

Work email j****@wellsfargoadvisors.com
Direct phone (661) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wells Fargo Advisors
Role
First Vice President–Investments, Senior Financial Advisor, Senior PIM® Portfolio Manager
Location
Bakersfield, California, United States
Company size
14520 employees

Who is Jon A. Sampson, Cfp®, Cpm®? Overview

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Quick answer

Jon A. Sampson, Cfp®, Cpm® is listed as First Vice President–Investments, Senior Financial Advisor, Senior PIM® Portfolio Manager at Wells Fargo Advisors, a with 14520 employees, based in Bakersfield, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 661, and a matched LinkedIn profile for Jon A. Sampson, Cfp®, Cpm®.

Jon A. Sampson, Cfp®, Cpm® previously worked as Financial Advisor at Wells Fargo Advisors and Financial Advisor at Ubs. Jon A. Sampson, Cfp®, Cpm® holds Certified Portfolio Manager (Cpm®), Financial Mathematics, Portfolio Construction And Management from Columbia Engineering.

Company email context

Email format at Wells Fargo Advisors

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*@wellsfargoadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jon A. Sampson, Cfp®, Cpm®. Compare company email patterns before reaching out.

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Profile bio

About Jon A. Sampson, Cfp®, Cpm®

Jon A. Sampson, Cfp®, Cpm® is a First Vice President–Investments, Senior Financial Advisor, Senior PIM® Portfolio Manager at Wells Fargo Advisors.

Current workplace

Jon A. Sampson, Cfp®, Cpm®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
Wells Fargo Advisors
First Vice President–Investments, Senior Financial Advisor, Senior PIM® Portfolio Manager
Bakersfield, CA, US
Website
wellsfargoadvisors.com
Employees
14520
AeroLeads page
Company profile
View company profile Email format
5 roles

Jon A. Sampson, Cfp®, Cpm® work experience

A career timeline built from the work history available for this profile.

First Vice President–Investments, Senior Financial Advisor, Senior Pim® Portfolio Manager

Wells Fargo Advisors

Bakersfield, Ca, Us

Financial Advisor

Ubs
Dec 2008 - Mar 2018
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →

DW David Whitney David Whitney Colleague at Wells Fargo AdvisorsNorfolk, Virginia, United States View → PN Patrick Niedermeyer Patrick Niedermeyer Colleague at Wells Fargo AdvisorsPortland, Oregon, United States View → JC John Cavanaugh John Cavanaugh Colleague at Wells Fargo AdvisorsGreater Syracuse-Auburn Area, United States View → WB William B. Gladney William B. Gladney Colleague at Wells Fargo AdvisorsGreater St. Louis, United States View → CV Crystal Vieira Crystal Vieira Colleague at Wells Fargo AdvisorsSanta Fe, New Mexico, United States View → MG Matthew Gelsheimer, Cfp® Matthew Gelsheimer, Cfp® Colleague at Wells Fargo AdvisorsLeawood, Kansas, United States View → SB Steven Bennett Steven Bennett Colleague at Wells Fargo AdvisorsEastpointe, Michigan, United States View → MV Miguel Vargas Castillo Miguel Vargas Castillo Colleague at Wells Fargo AdvisorsSan Jose, California, United States View → SM Scott Mccrea Scott Mccrea Colleague at Wells Fargo AdvisorsGreensboro, North Carolina, United States View → RP Robert Packin Robert Packin Colleague at Wells Fargo AdvisorsMission Viejo, California, United States View →
3 education records

Jon A. Sampson, Cfp®, Cpm® education

Certified Portfolio Manager (Cpm®), Financial Mathematics, Portfolio Construction And Management

Columbia Engineering

M.F.A, Classical Theatre

University Of San Diego

B.A.

California State University-Bakersfield
FAQ

Frequently asked questions about Jon A. Sampson, Cfp®, Cpm®

Quick answers generated from the profile data available on this page.

What company does Jon A. Sampson, Cfp®, Cpm® work for?

Jon A. Sampson, Cfp®, Cpm® works for Wells Fargo Advisors.

What is Jon A. Sampson, Cfp®, Cpm®'s role at Wells Fargo Advisors?

Jon A. Sampson, Cfp®, Cpm® is listed as First Vice President–Investments, Senior Financial Advisor, Senior PIM® Portfolio Manager at Wells Fargo Advisors.

What is Jon A. Sampson, Cfp®, Cpm®'s email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Jon A. Sampson, Cfp®, Cpm® at Wells Fargo Advisors.

What is Jon A. Sampson, Cfp®, Cpm®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 661 for Jon A. Sampson, Cfp®, Cpm® at Wells Fargo Advisors.

Where is Jon A. Sampson, Cfp®, Cpm® based?

Jon A. Sampson, Cfp®, Cpm® is based in Bakersfield, California, United States while working with Wells Fargo Advisors.

What companies has Jon A. Sampson, Cfp®, Cpm® worked for?

Jon A. Sampson, Cfp®, Cpm® has worked for Wells Fargo Advisors, Ubs, Klassen Corporation, and The Old Globe.

Who are Jon A. Sampson, Cfp®, Cpm®'s colleagues at Wells Fargo Advisors?

Jon A. Sampson, Cfp®, Cpm®'s colleagues at Wells Fargo Advisors include David Whitney, Patrick Niedermeyer, John Cavanaugh, William B. Gladney, and Crystal Vieira.

How can I contact Jon A. Sampson, Cfp®, Cpm®?

You can use AeroLeads to view verified contact signals for Jon A. Sampson, Cfp®, Cpm® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jon A. Sampson, Cfp®, Cpm® attend?

Jon A. Sampson, Cfp®, Cpm® holds Certified Portfolio Manager (Cpm®), Financial Mathematics, Portfolio Construction And Management from Columbia Engineering.

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