Jonathan Graham is a Market Leader with Wells Fargo Wealth & Investment Management located in Sacramento and Seattle with more than 22 years of experience in financial services. Jonathan’s leadership starts with an entrepreneurial spirit that allows each advisor to excel by helping to ensure that they are equipped with the tools and resources needed to serve their clients effectively.
He has spent time helping advisors grow through independence, the Bank-based referral model, and the traditional wirehouse structure. With this experience, he makes it a priority to help align his Financial Advisors’ desires with the complete breadth of Wells Fargo’s options.
Jonathan has a Master’s degree in Business Administration from Walden University and a Bachelor’s degree in Business Administration from Northern Arizona University. He also holds an AIF® designation and is a Chartered Financial Consultant (ChFC®).
CA Insurance License Number: 0D35787. Resident State: CA.
Wells Fargo is an Affirmative Action and Equal Opportunity Employer, All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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