JONAH EVANGELISTA

Financial Advisor

Address: 2500 WESTCHESTER AVENUE, SUITE 203 , PURCHASE , NY 10577
Call: 914-328-8700  |  800-553-0031    Fax: 914-682-5001
Email: Jonah.Evangelista@wellsfargoadvisors.com Compose mail in a new window

My Background

Jonah Evangelista is a Financial Advisor with Wells Fargo Advisors, here he provides comprehensive wealth management strategies designed to help clients achieve their long-term financial goals. He works closely with individuals, families, and business owners to develop customized plans addressing investment management, retirement planning, wealth preservation, and estate considerations. <br/><br/>Jonah is dedicated to delivering personalized service built on integrity, discipline, and a deep understanding of each client's unique financial situation. He leverages the extensive resources of Wells Fargo Advisors to provide clients with tailored guidance, thoughtful insights, and access to a broad range of financial solutions.<br/><br/>By maintaining a holistic perspective and collaborating with clients' other trusted professionals-including CPAs and estate attorneys - Jonah helps ensure that each aspect of their financial life is aligned with their objectives. His approach emphasizes long-term planning, risk management, and tax efficiency to support financial confidence and clarity. <br/><br/>Jonah is committed to upholding the highest standards of professionalism and client care, focusing on building lasting relationships grounded in trust and transparency.

Securities Registered in the following states: AL, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
Insurance licensed in the following states: CA (Lic. # 0M62652)
JONAH EVANGELISTA: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New York : PURCHASE Branch