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Jeffrey Patrick Wolfe

Eagle Strategies LLC

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About Jeffrey Patrick Wolfe

Jeffrey Wolfe is a registered investment advisor representative with Eagle Strategies LLC. Jeffrey has been in the financial services industry since 2007 and has a history of working with firms such as Western International Securities, Inc. and Morgan Stanley. Jeffrey is licensed in multiple states including California, North Carolina and Pennsylvania. Jeffrey holds Series 7, Series 66 and SIE licenses. In addition to his financial services expertise, Jeffrey also has experience in insurance brokering and disaster communications.

Firm Information

Jeffrey Wolfe is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

801 N. BRAND BLVD

GLENDALE, CA 91203

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Wolfe’s Registration & Firm History

CA

03/19/2020 - Present

Eagle Strategies LLC (GLENDALE CA)

CA

08/26/2014 - 02/04/2020

WESTERN INTERNATIONAL SECURITIES, INC. (MANHATTAN BEACH CA)

CA

07/06/2009 - 09/03/2014

MORGAN STANLEY (EL SEGUNDO CA)

NY

07/16/2007 - 05/13/2009

UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)

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Licenses & Designations

BOTH

Issued 8/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Patrick Wolfe.
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