LOS ANGELES, April 15, 2019 /PRNewswire/ -- Jeffrey R. Germain, Senior Financial Advisor of Wells Fargo Advisors in Los Angeles, CA, has been included in Barron's list of "2019 America's Top 1200 Financial Advisors."
"I am proud and humbled for being recognized for helping people every day and doing something that I truly love," said Jeff Germain. "With the incredible research and resources of Wells Fargo and its team members, I believe we have an amazing opportunity to best represent our clients better than any other financial institution. I am fortunate to be surrounded by a team of such competent and compassionate individuals to help me deliver the best experience possible.
Jeff, along with his partner Vincent DiCarlo, bring an abundance of experience and knowledge to their clients, having earned the following designations: Certified Investment Management Consultant (CIMC), Certified Public Accountant (CPA), Certified Trust and Financial Advisor (CTFA), and Certified Financial Planner (CFP). The team was established in 1992 and cumulatively has 80 years of experience in the financial services industry. Jeff has also been recognized by Financial Times as one of the "Top 400 Financial Advisors" in the country, one of the "Top 50 Bank Advisors" in the country by Bank Consultants Magazine and as a Five Star Wealth Advisor by Los Angeles Magazine.
These recognitions are based on a number of measurements including assets under management, designations, breadth of services, revenue, and compliance record.
Jeff takes great pride in truly representing his clients' needs first and foremost. His team not only takes advantages of the deep pool of resources at Wells Fargo, they work with a vast network of providers outside of the bank as well to always ensure that they are always delivering the best solution for their clients' individual needs.
About Barron's Top Financial Advisors in America List
Advisors who wish to be ranked in Barron's will complete a 102-question survey about their practice. We then apply our rankings formula to that data to generate a ranking. The formula features three major categories of data: Assets, Revenue, and Quality of practice.
The overall goal in publishing these rankings is to shine a spotlight on the best advisors, with an eye towards raising standards in the industry.
About Wells Fargo Advisors
With $1.4 trillion in client assets as of April 15, 2019, Wells Fargo provides investment advice and guidance to clients through nearly 14,000 full-service financial advisors and 5,000 licensed bankers. This vast network of advisors, one of the nation's largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC (members SIPC). Statistics include other broker-dealers of Wells Fargo & Company can be found at: www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,800 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 37 countries and territories to support customers who conduct business in the global economy. With approximately 259,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune's 2018 rankings of America's largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
SOURCE Wells Fargo