Jeffrey Nessia

Managing Director in San Deigo, CA

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Jeffrey Nessia is a seasoned financial professional based in San Diego, California. He currently serves as the Managing Director and Senior Financial Advisor at Wells Fargo Advisors. With nearly two decades of experience in the financial industry, Jeffrey has consistently demonstrated a deep commitment to his field and a dedication to prioritizing his clients' needs above all else.

Jeffrey's journey in the financial sector began with a solid educational foundation. He attended UC San Diego, where he earned a Bachelor of Science in Economics and Management Science, graduating in 2001. By 2004, he had already started making significant strides in the industry, securing important roles that showcased his growing expertise.

One of Jeffrey’s early positions was as a Product Manager at Washington Mutual. He excelled in this role for nearly a year and a half before being promoted to Project Manager and Associate. Over the course of his tenure at Washington Mutual, Jeffrey held four different titles, ultimately becoming AVP and Business Strategy Analyst – Lead, where he honed his skills in strategic financial planning and analysis.

Following his successful stint at Washington Mutual, Jeffrey joined J.P. Morgan as a Private Client Advisor. He dedicated thirteen years to the company, where he provided personalized financial advice and developed long-term relationships with his clients. In July 2022, he transitioned within the parent company to JPMorgan Wealth Management, taking on the role of Private Client Advisor and Executive Director of Investments. After a year and a half, Jeffrey moved to Wells Fargo Advisors, where he now leads as Managing Director and Senior Financial Advisor.

In his current role, Jeffrey provides a comprehensive range of investment planning strategies, meticulously tailored to each client's unique needs. His areas of expertise include retirement planning, funding education expenses, and addressing various personal financial goals. Jeffrey’s primary focus is to empower his clients to make informed decisions, ensuring the development of robust and lasting investment strategies.

Outside of his professional life, Jeffrey has a rich array of passions and hobbies. He has a deep love for art, music, and food, with a particular fondness for live music. He is always on the lookout for new experiences and memories to create in live music venues. Additionally, Jeffrey enjoys traveling and has an ever-growing bucket list of destinations.