Verified recordFinancial Services

Adam Janowitz

Registered Client Associate at Wells Fargo Advisors

Based in Bethesda, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Bethesda

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

a•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Adam Janowitz

Seasoned professional in the financial industry, currently serving as a Registered Client Associate within the esteemed Clark Financial Consulting Group of Wells Fargo Advisors. With an impressive tenure in the financial sector, Adam brings a wealth of experience and expertise to his role. Adam holds the FINRA Series 7 and 63 securities registration. In his capacity as Registered Client Associate, Adam assumes a pivotal role in delivering exceptional service to clients. He is entrusted with the critical responsibilities of providing meticulous administrative and operational support, managing client accounts with a keen eye for detail, and swiftly addressing client requests and inquiries with the utmost professionalism and efficiency. A distinguishing feature of Adam's professional profile is his profound knowledge of technology, a role he previously held as the tech specialist at his former investment firm. Clients frequently praise Adam for his unwavering patience and dedication, especially when dealing with the most complex administrative matters, ensuring their resolution with the utmost precision and efficiency. This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, MA, MD, MI, MS, NC, NJ, NY, PA, RI, SC, TN, TX, VA, and WV 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

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