JW
JW

Jesse Wolfe

6 Years of Experience
Midlothian, VA
Broker

Jesse Wolfe is a registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 6 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

130 Wylderose Dr, Midlothian, VA, 23113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jesse co-owns real estate property with James Feuda since 2025. His duties include renter contact, maintenance, and repairs, with varying hours per week.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
October 2019 - August 2023 · 3 yrs 10 mos
Securian Financial Services, INC.Broker
July 2019 - August 2023 · 4 yrs 1 mo
State Registrations1 state
VA
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.