Jerrold Clarke
Financial Advisor: First Vice President- Investments at Wells Fargo Advisors | Orange County, California, United States
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Jerrold Clarke, serving as a Financial Advisor and First Vice President at Wells Fargo Advisors, brings over two decades of comprehensive experience in investment management and wealth planning. In his current role, Jerrold functions as a trusted financial quarterback for high-net-worth families and business owners, providing tailored strategies that align with their unique financial goals. His expertise encompasses a broad spectrum of services, including estate investment planning, retirement planning, insurance solutions, and wealth preservation strategies.
At Wells Fargo Advisors, Jerrold plays a pivotal role in overseeing and coordinating the multi-dimensional aspects of his clients’ financial affairs. He collaborates closely with families to develop holistic financial plans that integrate investment management, tax efficiency, estate planning, and risk management. His approach emphasizes proactive problem-solving and meticulous organization, ensuring that all elements—from cash flow management to succession planning—work seamlessly together.
Jerrold’s deep understanding of industry best practices enables him to craft customized investment portfolios that optimize growth while managing risk. His skills in budgeting and financial advisory allow him to help clients navigate complex financial landscapes confidently. Whether guiding clients through retirement income strategies or implementing estate preservation techniques, Jerrold’s goal is to secure and grow his clients’ wealth across generations. His commitment to excellence and personalized service makes him a valuable partner in achieving long-term financial success.
Financial Advisor: First Vice President- Investments at Wells Fargo Advisors in September 2016 to Present
Senior Financial Advisor at Merrill Lynch in October 2007 to September 2016
Financial Advisor at *UBS Financial Services in January 1998 to September 2007
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University of Illinois at Urbana-Champaign, Bachelors, September 1992 to September 1996
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Estate Investment Planning
Retirement Planning
Insurance Planning
Financial Advisory
Budgeting
Wealth Preservation Planning
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Discover more about Wells Fargo AdvisorsWhat is Jerrold Clarke email address?
Email Jerrold Clarke at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Jerrold Clarke's email found in 2026.
What is Jerrold Clarke phone number?
Jerrold Clarke phone number is 7143197956.
How to contact Jerrold Clarke?
To contact Jerrold Clarke send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Jerrold Clarke try calling on 7143197956. (updated on February 10, 2025)
What company does Jerrold Clarke work for?
Jerrold Clarke works for Wells Fargo Advisors
What is Jerrold Clarke's role at Wells Fargo Advisors?
Jerrold Clarke is Financial Advisor: First Vice President- Investments
What industry does Jerrold Clarke work in?
Jerrold Clarke works in the Financial Services industry.
Jerrold Clarke Email Addresses
Jerrold Clarke Phone Numbers
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