Jonathan T. Tanaka

Background

About Jonathan T. Tanaka

With 48 years of experience in financial services, I am dedicated to helping individuals and institutions meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience – throughout major shifts in the markets – enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my financial services career as an apprentice with my father, Yasuo Clifford Tanaka, in 1976 at Thomson McKinnon Auchincloss Kohlmeyer. Then I followed a succession of firms: Prudential-Bache in 1989, Wachovia Securities in 2003, and Wells Fargo Advisors in 2008. I moved my office to Pasadena from downtown Los Angeles in 2001. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity. Away from the office, I enjoy following the Los Angeles Lakers. CA Insurance License Number 0A59192. Insurance products are offered through our affiliated nonbank insurance agencies. This information is intended for use by residents of AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, LA, MA, MD, MO, MT, NC, NE, NJ, NM, NV, NY, OK, OR, TN, TX, UT, VA, WA, and WI 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