Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Wolfe is a registered investment advisor representative with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Christina is a veteran of the financial services industry, beginning her career in 1996. Christina has a wide range of experience, having worked for several firms in the past including First Republic Securities Company, LLC, HighTower Securities, LLC, Morgan Stanley and UBS Financial Services Inc. Christina's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Christina is licensed in 53 states and is a registered investment advisor representative in California and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
01/18/2024 - Present
J.p. Morgan Securities LLC (NEWPORT BEACH CA)
CA
04/13/2020 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)
CA
03/18/2016 - 04/09/2020
HIGHTOWER SECURITIES, LLC (Newport Beach CA)
CA
02/12/2013 - 04/11/2016
MORGAN STANLEY (NEWPORT BEACH CA)
CA
08/06/2012 - 01/28/2013
CROWELL, WEEDON & CO. (NEWPORT BEACH CA)
CA
05/01/2012 - 07/13/2012
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
CA
03/25/2008 - 12/31/2008
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
CA
03/12/2001 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
CA
01/12/2000 - 02/16/2001
PACIFIC AMERICAN SECURITIES, LLC (SAN DIEGO CA)
NY
10/31/1996 - 01/30/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NJ
05/14/1996 - 11/05/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/17/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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