Jonathan Wolff
Jonathan Wolff is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton Lower Falls, MA, with 10 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 St., 2nd Floor, Newton Lower Falls, MA, 02462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is an officer and president of Wolff Capital Management, Inc., where he advises clients on financial planning and investment management. This takes about half of Jonathan's time, including about a quarter of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Street Global Advisors Funds Distributors, LLCBroker
State Registrations28 states
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