Jonathan Takara

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

Nelson Capital Management LLC is a wealth management firm and registered investment advisor located in Foster City, California. The firm was founded and registered with the SEC in 1974 and was acquired by Wells Fargo & Co. (NYSE: WFC) in 2002.