Jeff Wambolt

Chief Compliance Officer/Chief Operations Officer

Jeff Wambolt carries on the tradition at Wambolt & Associates of delivering sound financial advice that families and businesses can count on. His solutions, tools and insights are specifically tailored to the values and goals of each client. Whether planning for the future, protecting what you own, or designing your legacy, Jeff is a single point of contact to drive and direct team resources—investment, estate, tax, accounting, and legal—that can secure a client’s financial future.

Jeff is energized by finding new and better ways to innovate and run a business. He champions technology that creates the most effective client communication and gives clients day-by-day access to their personal financial accounts and the tools they need to manage them. Beyond the peace of mind ready access brings, it also provides a channel for up-to-the-moment changes as the markets, economy and regulatory landscapes shift.

Previously, Jeff climbed the ranks at JPMorgan Chase & Co., from teller, where he first learned the value of active listening and interacting with clients, to a Regional Field Support Manager for business banking. In the latter role, Jeff coached teams and drove results through 1,600+ branches and 2,200+ small business specialists. He also personally managed a portfolio of high-end business clients, where he developed deep client relationships by understanding the business, vision and strategy of key personnel in a short amount of time.

After JPMorgan, Jeff launched Wambolt Property Group LLC, and, in his first full year in the business, was ranked in the top 5% of sales agents at Keller Williams Downtown. Relying on integrity, organization, and communication, he drove success in the real estate business by providing a consistently superior client experience.

When it’s time to cut loose outside of work, Jeff heads to the playground of the west, the Rocky Mountains. With his tricked-out Jeep Wrangler, Jeff four-wheels to remote campsites and trailheads where he can explore the natural beauty of the state from above. He’s climbed 7 of the state’s 58 Fourteeners so far and is planning to climb many more.

Jeff is here to help straight-line your path for financial security. Book a consultation to get started.