Jeffrey Wolf is a registered investment advisor, based in Valley Township, PA, with 17 years of industry experience.
Location
1224 W Lincoln HWY, Suite 200, Valley Township, PA, 19320
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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 ActivitiesSells Insurance
Jeffrey sells fixed insurance, dedicating about a quarter of his time to this activity, and owns rental properties in Downingtown and Coatesville, PA. He is also the vice president and part owner of Echef Solutions, Inc. and refers clients to Stenson Tamaddon, LLC, a CPA firm.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations18 states
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