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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wolfe is a financial advisor with Benjamin F. Edwards & Company, Inc. Jeffrey has been in the industry for over a decade, having previously worked at EDWARD JONES. Jeffrey is registered to offer securities and investment advisory services in all 50 states and the District of Columbia. Jeffrey's specializations include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Jeffrey is a member of the Westborough Country Club board, where he serves as the Secretary on the Executive Board.
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.
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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MO
05/08/2013 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
06/10/2010 - 05/02/2013
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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