Jonathan WolfCRD 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 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|St. Johns Investment Management Company, LLC||Orlando, FL||Aug 2014 - Current||3|
|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|
Total Assets Under Management200MILLIONS
Total Number of Accounts424ACCOUNTS
Average Account Value$472,082
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, TX