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Justin J
Series 66
Las Vegas, NV
Wells Fargo Clearing
Justin Jacobs is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a friend, dedicating a small amount of time monthly to this responsibility. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management based on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options.
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