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Jacob B
CFP®, Series 63, Series 65
Seattle, WA
Wells Fargo Clearing
Jacob Benson is a CFP® professional with three years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Parcion Private Wealth, Corient Services, and Columbia Pacific Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and external sources with diversification principles and modern portfolio theory to evaluate investment options.
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