Jeffrey WolfCRD Number: 5597074
Current Firm: Securities America Advisors, Inc.
Jeffrey Wolf (CRD# 5597074) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Valley Township, PA and has over 9 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Securities America Advisors, Inc.||Valley Township, PA||Mar 2009 - Current||8|
|Securities America, Inc.||Iselin, NJ||Nov 2008 - Current||9|
|Dynasty Advisors||Iselin, NJ||Jul 2008 - Current||9|
|Bucknell University||Lewisburg, PA||Aug 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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