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James Edward Wolf

Winklevoss Insurance Agency, LLC

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About James Edward Wolf

James Edward Wolf is a financial advisor with Winklevoss Insurance Agency, LLC. James is registered in Connecticut and Texas. James is also a Series 7 and Series 63 licensed professional. James has been in the financial industry since October 8, 1994. James previously worked at AIG Financial Securities Corp., Goldman, Sachs & Co. and Goldman Sachs Money Markets, L.P.

Firm Information

James Wolf is currently registered with Winklevoss Insurance Agency, LLC. Winklevoss Insurance Agency, LLC is a Limited Liability Company formed on June 16, 2003. The firm is registered in Connecticut, Delaware, District of Columbia, Florida, Hawaii, Michigan, New York, Texas, Virginia, and Wyoming. It is also approved by the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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James Wolf’s Registration & Firm History

CT

05/14/2012 - Present

Winklevoss Insurance Agency, LLC (GREENWICH CT)

CT

05/05/1995 - 01/24/2007

AIG FINANCIAL SECURITIES CORP. (WILTON CT)

NY

08/07/1992 - 02/02/1995

GOLDMAN, SACHS & CO. (NEW YORK NY)

NA

04/27/1992 - 08/06/1992

GOLDMAN SACHS MONEY MARKETS, L.P.

NY

03/21/1989 - 04/25/1992

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/17/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Edward Wolf. Review regulatory record here.
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