Jeffrey Wolf, financial advisor Valley Township PA
93 score

Jeffrey Wolf

CRD Number: 5597074
Current Firm: Commonwealth Financial Network

Jeffrey Wolf (CRD# 5597074) is an Investment Advisor Representative working at Commonwealth Financial Network in Valley Township, PA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Sep 2016 - Current 1
Dynasty Advisors Iselin, NJ Jul 2008 - Current 9
Securities America Advisors, Inc. Valley Township, PA Mar 2009 - Sep 2016 7
Securities America, Inc. Iselin, NJ Nov 2008 - Sep 2016 7
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
Contact Info for Jeffrey M. Wolf
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    61,475
    MILLIONS
  • Total Number of Accounts
    261,237
    ACCOUNTS
  • Average Account Value
    $235,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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

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