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Jonathan Moskowitz

Jonathan Moskowitz

Vice President - Investments

Followers of Jonathan Moskowitz825 followers
location of Jonathan MoskowitzMetro Jacksonville

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  • Timeline

  • About me

    Managing Director - Investments, Financial Advisor at Wells Fargo Advisors

  • Education

    • Nichols College

      1988 - 1992
      Bachelor of Science Business Management

    • Lakeland High School, Shrub Oak, NY 10547

      1984 - 1988

  • Experience

    • Smith Barney

      Jun 1998 - Feb 2004
      Vice President - Investments

    • Merrill Lynch

      Feb 2004 - Feb 2009
      Vice President - Investments

    • Wells Fargo Advisors

      Feb 2009 - now
      Managing Director - Investments

      Dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. His mission is to provide every client with targeted, comprehensive financial advice delivered with the highest level of personal service and professional integrity.

  • Licenses & Certifications

    • CA Insurance License