Jeffrey Wolf, financial advisor Plano TX

Jeffrey Wolf

CRD Number: 2842614
Current Firm: Wealthstar Advisors, LLC

Jeffrey Wolf (CRD# 2842614) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 27 years of experience in the finance industry. Jeffrey Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Kyle Eaton, financial advisor Plano TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Plano TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Plano TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Professional Designations
Company Name Location Dates Years
Wealthstar Advisors, LLC Plano, TX Jan 2013 - Current 11
Independent Financial Partners Tampa, FL Aug 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
Contact Info for Jeffrey R. Wolf
Phone Number: 972-372-2935
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    671
    MILLIONS
  • Total Number of Accounts
    2,571
    ACCOUNTS
  • Average Account Value
    $261,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, IL, KS, LA, NE, NH, OH, OK, TN, TX

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Wolf and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.