Iselin, NJ Office

Team
Updated today

Client AUM

$234,452,819,935

Clients

455,837

Advisors

7

Of 4,145 advisors across 1,134 offices

Location

33 Wood Avenue South 7th Fl 730, [Satellite]

Iselin NJ 08830

Advisors at this office

7

Advisors at this office

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Peter J

Series 63, Series 65

Iselin, NJ

Wells Fargo Advisors

Peter Jackowitz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to his current position. Outside of his advisory work, he is a co-owner of an investment-related merchant partnership and serves as vice president of a townhouse community association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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

Series 63, Series 65

Iselin, NJ

Wells Fargo Advisors

Victor Rosati Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes eight years at Bank of America, NA and eight years at Wells Fargo Clearing. Outside of his advisory role, he has ownership interest in a merchant partnership through ROSATI GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds. The firm uses proprietary research and planning tools to develop recommendations, with services spanning retirement, education, risk, and specialized planning areas such as business-owner transition and special-needs analysis.

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

Series 63, Series 65

Iselin, NJ

Wells Fargo Advisors

Scott Stephen is a financial advisor with Wells Fargo Advisors, holding Series 63 and 65 licenses and bringing 31 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2025. He is also a co-owner of STEPHEN GP, LLC, a merchant partnership based in Iselin, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

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

Series 63, Series 66

Iselin, NJ

Wells Fargo Advisors

Nina Zelaya is a financial advisor with Wells Fargo Advisors in Iselin, NJ, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes roles at Wells Fargo Clearing and Wells Fargo Bank. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services including retirement, education, and specialized planning areas, using Wells Fargo’s research and tools to develop tailored recommendations.

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

Raymond V

Series 63, Series 65

Iselin, NJ

Wells Fargo Advisors

Raymond Vega is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked within various Wells Fargo entities since 2009. Vega also owns Raymond Vega Wealth Management, LLC, where he dedicates part of his time outside the firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services with tailored recommendations supported by in-house research and tools.

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

Series 63, Series 66

Iselin, NJ

Wells Fargo Advisors

Frederick Turner is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he is a co-owner of Turner GP, LLC, a merchant partnership based in Chester, NJ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses Wells Fargo’s research and planning tools to develop customized recommendations, providing a broad range of specialized services to clients meeting a net-worth threshold.

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

Christine S

Series 66

Iselin, NJ

Wells Fargo Advisors

Christine Sauer is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has worked within the Wells Fargo organization since 2009 across several affiliated entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients allowed to choose how to implement recommendations through various brokerage or advisory programs.

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