Jonathan Wolfe is a registered investment advisor, based in St. Paul, MN, with 29 years of industry experience.
Location
St. Paul, MN
Get directionsHistory
Regulatory History (1)
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Criminal
July 1999Final Disposition
Other Business Activities
Jonathan works as an advisory representative of an RIA, spending nearly full-time on investment-related activities. He dedicates about 75% of his time to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.
February 2024 - Present · 2 yrs 3 mos
Cambridge Investment Research Advisors, INC.
February 2024 - Present · 2 yrs 3 mos
Cambridge Investment Research, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Planmember Securities Corporation
December 2019 - November 2023 · 3 yrs 11 mos
Planmember Securities CorporationBroker
December 2019 - November 2023 · 3 yrs 11 mos
Voya Financial Advisors, INC.
December 2013 - November 2019 · 5 yrs 11 mos
Voya Financial Advisors, INC.Broker
November 2013 - November 2019 · 6 yrs
AXA Distributors, LLCBroker
May 2012 - July 2013 · 1 yr 2 mos
Ing Financial Advisers, LLC
December 2005 - January 2012 · 6 yrs 1 mo
Ing Financial Advisers, LLCBroker
August 2004 - January 2012 · 7 yrs 5 mos
Ing America Equities, INC.Broker
February 2003 - July 2004 · 1 yr 5 mos
American Enterprise Investment Services INC.Broker
August 1999 - January 2003 · 3 yrs 5 mos
Metlife Securities INC.Broker
July 1999 - August 1999 · 1 mo
Metropolitan Life Insurance CompanyBroker
July 1999 - August 1999 · 1 mo
Security First Financial, INC.Broker
January 1997 - July 1999 · 2 yrs 6 mos
Copeland Equities, INC.Broker
August 1995 - January 1997 · 1 yr 5 mos
First Investors CorporationBroker
March 1995 - July 1995 · 4 mos
State Registrations2 states
IAMN
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.