Jennifer Wolfe, financial advisor Beaver  PA
106 score

Jennifer Wolfe

CRD Number: 4598231
Current Firm: Wealthcare Capital Management LLC
Compensation Model: Fee Only
Jennifer Wolfe (CRD# 4598231) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Beaver Falls, PA and has over 13 years of experience in the finance industry. Jennifer Wolfe 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Wealthcare Capital Management, Inc. Richmond, VA Jan 2012 - Current 5
Not Engaged In Financial Services Beaver Falls, PA Feb 2011 - Jan 2012 < 1
Wachovia Securities, LLC Sewickley, PA Dec 2005 - Feb 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Jennifer R. Wolfe
Phone Number: (724) 612-5422
Firm Website: http://www.carewell.biz
Registered State(s):
  • PA
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VT
  • VI
  • VA
  • WA
  • WV
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    1,301
    MILLIONS
  • Total Number of Accounts
    7,311
    ACCOUNTS
  • Average Account Value
    $177,975
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV

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BADGES
106
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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