Jeffrey Nessia, residing in San Diego, California, is a seasoned financial expert. In addition to being a financial expert, Jeffrey is passionate about arts, live music, food, and travel.
Serving as the Managing Director and Senior Financial Advisor at Wells Fargo Advisors, Jeffrey Nessia boasts almost twenty years of dedicated experience in the financial sector. In this position, Jeffrey provided a comprehensive array of investment planning strategies tailored to each client’s needs. Mr. Nessia adeptly addressed diverse requirements, encompassing retirement planning, educational expenses, and other individual financial goals. Foremost in his priorities, Jeffrey Nessia strives to empower his clients with the information needed to make well-informed decisions.
Like numerous finance professionals, Jeffrey Nessia initiated his career in the financial industry by acquiring an education. He pursued a Bachelor of Science in Economics and Management Science at UC San Diego, completing his degree in 2001. By 2004, Jeffrey had entered the workforce, securing significant roles within the financial sector.
Among Jeffrey Nessia‘s initial financial positions was a Product Manager at Washington Mutual. After holding this role for nearly a year and a half, he was promoted to Project Manager and associate within the same company. This marked the second of four titles that Jeffrey would assume during his tenure at Washington Mutual. Two years later, he transitioned to a new AVP and Project Manager role, culminating in his final position at Washington Mutual as AVP and Business Strategy analyst-lead.
After his tenure at Washington Mutual, Jeffrey Nessia transitioned to J.P. Morgan, where he assumed the position of Private Client Advisor. Remaining with the company for thirteen years, he eventually made a change, although he stayed within the parent company. In July 2022, Jeffrey Nessia joined JPMorgan Wealth Management as a Private Client Advisor and Executive Director of Investments. He held this role for a year and a half before taking on his current position.
Beyond his professional endeavors, Jeffrey Nessia cultivates a rich tapestry of passions and hobbies. His appreciation for the finer things in life extends to the realms of art, music, and food. Jeffrey eagerly seeks out venues that offer live performances as he relishes the opportunity to forge new memories and immerse himself in novel experiences.
In addition to his diverse interests, Jeffrey Nessia finds great joy in exploring new destinations. His ever-expanding travel bucket list reflects his insatiable curiosity about the world. While he has already had the privilege of visiting some remarkable locations, such as the enchanting city of Paris, the vibrant metropolis of Seattle, the picturesque haven of Park City, and the serene beauty of Lake Tahoe, Jeffrey’s wanderlust continues to lead him to new horizons.
Particularly drawn to the majestic allure of mountains, Jeffrey eagerly anticipates including iconic mountainous landscapes on his future travel itineraries. Jeffrey’s passion for travel promises to unveil even more enriching experiences and broaden his cultural perspective, whether it’s the towering peaks of the Rockies or the scenic wonders of the Swiss Alps.
To learn more about Jeffrey Nessia, visit his General Overview website or find him on social media.
