First Vice President - Investments

Address: 201 Main Street, Suite 1700, Fort Worth, TX 76102
Phone: 817-877-9815 | 800-762-6231    Fax: 817-877-9897

My Commitment to You

My Associate(s): Janet Schoenberger, Senior Registered Client Associate

My Experience

  • 1980 - 1984: Prudential Securities, Financial Advisor
  • 1984 - 2008: Morgan Stanley, Financial Advisor
  • 2009 - Present: Wells Fargo Advisors, Financial Advisor

My Education & Credentials

  • Bachelor of Science in Finance, Miami University
Securities Registered in the following states: AZ, CA, CO, KS, LA, MN, MS, NE, NJ, NV, OH, SC, TX, WA, WI
Insurance licensed in the following states: NM, OH, TX
JEFFREY KRATZ: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Texas: Fort Worth Branch