Jonathan Wolf, financial advisor Orlando FL
93 score

Jonathan Wolf

CRD Number: 5369871
Current Firm: St. Johns Investment Management Company, LLC

Jonathan Wolf (CRD# 5369871) is an Investment Advisor Representative working at St. Johns Investment Management Company, LLC in Orlando, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
St. Johns Investment Management Company, LLC Orlando, FL Aug 2014 - Current 2
Bbva Securities Inc. Houston, TX May 2013 - Jun 2014 1
Compass Bank Houston, TX Dec 2012 - Jun 2014 1
Bbva Wealth Solutions, Inc. Houston, TX May 2012 - Jun 2014 2
Bbva Compass Investment Solutions, Inc. Houston, TX Dec 2012 - May 2013 < 1
Fsc Securities Corporation Houston, TX Jun 2012 - Dec 2012 < 1
Bbva Compass Investment Solutions, Inc. Houston, TX Sep 2010 - May 2012 1
Compass Bank Houston, TX Sep 2010 - May 2012 1
Full Time Education Houston, TX Jan 2009 - Dec 2010 1
Alliancebernstein LP Houston, TX Mar 2008 - Sep 2010 2
Sanford C. Bernstein & Company, LLC Houston, TX Sep 2007 - Sep 2010 3
Brown Brothers Harriman Company Dallas, TX Jun 2007 - Sep 2007 < 1
Placemark Investments Inc. Addison, TX Feb 2007 - May 2007 < 1
Full Time Education Houston, TX Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Jonathan J. Wolf
Phone Number: 904-379-7903
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    200
    MILLIONS
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $472,082
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, GA, TX

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

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