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Jonathan Moskowitz | Financial Advisor

Profile img for Jonathan Moskowitz, financial advisor at Wells Fargo Advisors
Jacksonville, FL
Jonathan Moskowitz
Financial Advisor
Managing Director - Investments at
Wells Fargo Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I began my career as a Financial Advisor with Smith Barney in New York in 1998, where I learned the fundamentals of investment management. I transitioned my practice to Merrill Lynch in 2004. Toward the end of the financial crisis, I searched for opportunities and resources to better align with my clients’ needs and moved to Wells Fargo Advisors. I hold a bachelor’s degree in business management from Nichols College.
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Specialties and Expertise

8
High Net Worth Planning
Retirement Income
Portfolio Construction
Tax Minimization Investment Strategies
Ultra High Net Worth Planning
Business Ownership Strategies
College Planning
Cash Flow Analysis

Clientele

8
High Net Worth Individuals
Business Owners
Attorneys & Paralegals
Dentists
Doctors
Entrepreneurs
Inheritors
Tech Employees

Education

1
Nichols CollegeBusiness ManagementYear Obtained: 1992
Quick Facts About Jonathan
Years of Experience:30 yearsMember since:2025Average Account Size:$1,000,000Number of clients:700

Services Provided

How I help my clients

Retirement Planning

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Estate Planning Strategies

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Insurance

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Investment Management

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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Jacksonville, FL
Jonathan Moskowitz
Financial Advisor
Managing Director - Investments at
Wells Fargo Advisors
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Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 08-01-2025
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