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JW
JW

Jennifer Wolf

Jordan Park Group LLC
17 Years of Experience
New York, NY
View SEC Summary
View SEC Summary

Jennifer Wolf is a registered investment advisor at Jordan Park Group LLC, based in New York, NY, with 17 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 229 clients with $23B in assets under management.

Jordan Park Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
229 clients
Average Client Portfolio
$101.6M average
Assets Under Management
$23.3B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Blended annual advisory fees typically range from 0.30% to 0.75% based on the total value of managed assets. Fees are negotiable and may vary based on portfolio size, service complexity, and family office services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One World Trade Center, Suite 86A, New York, NY, 10007

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Jordan Park Group LLC
May 2026 - Present · 5 mos
Previous Registrations
Rockefeller Capital Management
January 2021 - March 2026 · 5 yrs 2 mos
Rockefeller Financial LLCBroker
January 2021 - March 2026 · 5 yrs 2 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2019 - June 2019 · 5 mos
Avestar Capital, LLC
March 2017 - December 2020 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2013 - March 2017 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - March 2017 · 3 yrs 7 mos
TD Ameritrade, INC.
May 2011 - September 2011 · 4 mos
Amerivest Investment Management, LLC
May 2011 - September 2011 · 4 mos
TD Ameritrade, INC.Broker
April 2011 - September 2011 · 5 mos
Citigroup Global Markets INC.Broker
May 2007 - July 2009 · 2 yrs 2 mos
Citicorp Investment ServicesBroker
May 2005 - May 2007 · 2 yrs
State Registrations1 state
NY
Advisor

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.
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