Jason Wolf
Jason Wolf is a registered investment advisor at Tlg Advisors, INC., based in Louisville, KY, with 26 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.
Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.
Location
1906 Stanley Gault Pkwy, Louisville, KY, 40223
Get directionsHistory
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 ActivitiesSells Insurance
Jason is a Regional Vice President/Field Wholesaler for an annuity distribution business, dedicating full-time hours to educating advisors on annuities. He is also an IAR Rep with TLG Advisors Inc.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Nationwide Investment Services CorporationBroker
Nationwide Investment Advisors, LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Pacific Select Distributors, LLCBroker
Allstate Distributors, L.L.C.Broker
Banc One Securities CorporationBroker
Van Kampen Funds INC.Broker
State Registrations10 states
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.