Jonathan Wolff
Jonathan Wolff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton Lower Falls, MA, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2344 Washington Street, 2nd Floor, Newton Lower Falls, MA, 02462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan rents office space to other RJ advisors, dedicating minimal time to this activity. He is also the President of Lightship Wealth Strategies, Inc., spending about a quarter to half of his time running the company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations32 states
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