Jonathan Bennion Spencer Cfp Email & Phone Number | As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. I utilize a disciplined process to help my clients stay on course to reach their goals and achieve their optimal outcomes. I have 17 years of experience in the financial services industry. My education includes a Bachelor’s Degree in Business, an MBA from Westminster College and the CERTIFIED FINANCIAL PLANNERTM, or CFP, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). Active in the local community, I participate in many civic and community organizations, including work as a volunteer with Wells Fargo Volunteers. My wife and I live in Draper with our two teenagers who attend Corner Canyon High School. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact - me. It’s a distinct advantage of working with one the world’s premier financial institutions. In helping you address your financial needs beyond investing, I have Access to lending products and services through Wells Fargo affiliates. This information is intended for use only by residents of Utah, California, Idaho, Florida. /*********/ 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 or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Jonathan Bennion Spencer Cfp

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable o...
Salt Lake City, Utah, United States

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Jonathan Bennion Spencer Cfp’s Email jonathan.spencer@wellsfargoadvisors.com

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Jonathan Bennion Spencer Cfp’s Location Salt Lake City, Utah, United States

Jonathan Bennion Spencer Cfp’s Current Industry Wells Fargo Advisors

Jonathan Bennion Spencer Cfp’s Prior Industry Zions Wealth Advisors | Keybank | Zions Bank | Wells Fargo

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Work Experience

Wells Fargo Advisors

Vice President-Investments

2019-02-01 00:00:00 - Present

Zions Wealth Advisors

Senior Wealth Advisor

2015-10-01 00:00:00 - 2019-02-01 00:00:00

Keybank

Associate Financial Advisor

2014-10-01 00:00:00 - 2015-10-01 00:00:00

Zions Bank

Account Executive

2014-02-01 00:00:00 - 2014-09-01 00:00:00

Wells Fargo

Senior Branch Manager/Area Vice President

2002-04-01 00:00:00 - 2014-02-01 00:00:00

Skills

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Languages

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FAQ About Jonathan Bennion Spencer Cfp

Jonathan Bennion Spencer Cfp is located at
Salt Lake City, Utah, United States

Jonathan Bennion Spencer Cfp is a As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. I utilize a disciplined process to help my clients stay on course to reach their goals and achieve their optimal outcomes. I have 17 years of experience in the financial services industry. My education includes a Bachelor’s Degree in Business, an MBA from Westminster College and the CERTIFIED FINANCIAL PLANNERTM, or CFP, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). Active in the local community, I participate in many civic and community organizations, including work as a volunteer with Wells Fargo Volunteers. My wife and I live in Draper with our two teenagers who attend Corner Canyon High School. The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact - me. It’s a distinct advantage of working with one the world’s premier financial institutions. In helping you address your financial needs beyond investing, I have Access to lending products and services through Wells Fargo affiliates. This information is intended for use only by residents of Utah, California, Idaho, Florida. /*********/ 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 or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Jonathan Bennion Spencer Cfp currently works in the Wells Fargo Advisors |

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Jonathan Bennion Spencer Cfp has prior
experience in the following industries:
Zions Wealth Advisors | Keybank | Zions Bank | Wells Fargo

Jonathan Bennion Spencer Cfp has the following professional experience:
Wells Fargo Advisors | Zions Wealth Advisors | Keybank | Zions Bank | Wells Fargo