Jonathan F. Moskowitz - Managing Director - Investments

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. I began my career as a Financial Advisor with Smith Barney in New York in 1998, where I learned the fundamentals of investment management. I tran

sitioned 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. California insurance license # 0D89460
Resident state Florida

This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, and WY only. Insurance licensed in the following states: AL, CA (Lic. # 0D89460), CT, FL, GA, IL, MA, MD, NJ, NY, OR, SC, WA.
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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 Invested

Wells 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