Jo-ann Macwilliams-Wolf, financial advisor Farmington Hills MI

Jo-ann Macwilliams-Wolf

CRD Number: 1242097
Current Firm: Raymond James & Associates, Inc.

Jo-ann Macwilliams-Wolf (CRD# 1242097) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Farmington Hills, MI and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. St. Petersburg, FL Sep 1999 - Current 24
Roney & Company Farmington Hills, MI May 1998 - Current 25
Temple Bethel Birmingham, MI Sep 1980 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Jo-ann Macwilliams-Wolf
Phone Number: 727-567-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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