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Jackson H

Series 66

Bee Cave, TX

Wells Fargo Advisors

Jackson Harris is a financial advisor at Wells Fargo Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience at Amherst and Chief Oil & Gas LLC, as well as the University of Oklahoma. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Kip H

Series 63, Series 65

Bee Cave, TX

Wells Fargo Advisors

Kip Harris is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Prudential Equity Group and various Wells Fargo entities. Harris is also the sole owner of Capital Wealth Advisors, LLC, where he provides financial advisory services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm integrates research, planning tools, and multiple financial product offerings to develop customized recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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