Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Paul Wolf is a financial advisor with over 20 years of experience in the industry. Currently registered with TLG Advisors, Inc., Jason has a strong focus on investment advisory services. Jason provides financial planning, educational seminars and portfolio management for individuals, businesses and pooled investment vehicles. Jason has a proven track record in helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Placement of institutional funds
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
11/19/2024 - Present
TLG Advisors, Inc. (Baton Rouge LA)
TX
06/17/2021 - 11/25/2022
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
TX
07/13/2020 - 06/11/2021
BBVA SECURITIES INC. (AUSTIN TX)
CA
12/15/2006 - 02/24/2020
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
IL
10/21/2003 - 11/30/2006
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
03/19/2003 - 11/04/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
07/02/1999 - 03/19/2003
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 06/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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