Jeffrey Wolfe, financial advisor Hermosa Beach CA
93 score

Jeffrey Wolfe

CRD Number: 5335704
Current Firm: Western International Securities

Jeffrey Wolfe (CRD# 5335704) is an Investment Advisor Representative working at Western International Securities in Hermosa Beach, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Aug 2014 - Current 2
Morgan Stanley El Segundo, CA Jul 2009 - Aug 2014 5
Ubs Financial Services Inc. Beverly Hills, CA Apr 2007 - Apr 2009 2
Celluphone Inc. Commerce, CA Jan 1999 - Apr 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Jeffrey P. Wolfe
Phone Number: 626-793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    900
    MILLIONS
  • Total Number of Accounts
    3,400
    ACCOUNTS
  • Average Account Value
    $264,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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