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Jonathan P

Series 63, Series 65

Boaz, AL

Wells Fargo Clearing

Jonathan Pierce is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo in various capacities since 2012. Outside of his advisory role, Pierce coaches a girls softball team and owns a recreational softball team. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Retired Founder/Business Owner
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Sarah M

Series 63, Series 65

Boaz, AL

Wells Fargo Clearing

Sarah Mitchell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. She has prior experience working at Wells Fargo Bank and in private family roles, totaling several years in the financial services sector. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Retired Founder/Business Owner
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