Wealth Management Advisor - Tacoma
Please call to schedule an appointment
TIAA Financial Services
About Jonathan Jepsen, Wealth Management Advisor
Jonathan Jepsen is a Wealth Management Advisor based in the Tacoma, WA office. Our Wealth Management Advisors can work with you to understand your financial situation and help build a financial plan aligned to your goals, values, and risk tolerance which is available to you at no additional cost. Advisors are supported by a team of specialists providing professional advice and support while building a long-term financial plan you can adjust as your situation changes. Call to schedule an appointment (253) 203-3393.