Jenkintown, PA Office

Kristin Jones is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Depaul is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for family-related investment matters. 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 leverages research and analytics to manage approximately $671 billion in assets and offers both brokerage and advisory solutions.

Paul Baker is a financial advisor with Wells Fargo Clearing, holding a CFP® designation as well as Series 63 and Series 65 licenses. He has 39 years of industry experience, including prior roles at Morgan Stanley Dw Inc. from 2002 to 2005, and has been with Wells Fargo Clearing since 2016. 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 combines research-driven investment management with brokerage and advisory solutions and supports a wide range of financial products through affiliated bank and insurance entities.

Amy Baker is a CFP® professional with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, 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.

Ryan Sacks is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at The Vanguard Group and Fidelity Investments, as well as experience outside of finance with the Philadelphia Phillies and Comcast Corporation. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Elena Kostova is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. She holds the Series 66 designation and is based in Jenkintown, PA. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.