Jonathan Papp

Background

About Jonathan Papp

As an experienced full service Financial Advisor, I help a select group of individuals, families, businesses and institutions build, manage, preserve, and transition wealth. Integrity, objective advice, attention to detail and an unwavering concern for the wellbeing of my clients are the hallmark of my client-first service model. I have been recognized as one of the Wells Fargo Advisors Platinum Council (2013 & 2014). The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. I‘m proud to have achieved both the CFP® certification from the Certified Financial Planner Board of Standards, Inc. and the Accredited Asset Management Specialist℠ designation. I earned my undergraduate degree in Economics/Finance at Southern Connecticut State University and hold the Series 7 and 66 registrations. I am insurance licensed and have completed the CT & NY long term care partnership training. I have studied technical analysis and completed intensive training in Point & Figure methodology at Dorsey, Wright and Associates Broker Institute. My wife and I have two boys and reside in Stamford, Connecticut and are active in our kids’ schools and sports activities. Our family is completed with our rescue dog Dakota. I am currently accepting new clients and appreciate your referrals. This information is intended for use by residents of CA, CO, CT, DC, FL, KY, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, RI, SC, TX, VA, and VT only. CA Insurance License #0G28511. Resident State: 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