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John Anthony Wolfe

John A. Wolfe & Associates, Inc.

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About John Anthony Wolfe

John Anthony Wolfe is an investment advisor representative at John A. Wolfe & Associates, Inc., a firm that has been in business since 1990. John has been in the investment advisory business since 1983 and has a wide range of experience in providing financial advice to individuals and families. He is a Certified Financial Planner and holds Series 6, 7, 26, 63 and 65 licenses. John specializes in providing financial planning, portfolio management and investment management services. John’s prior experience includes time at Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Investors Corporation.

Firm Information

John Wolfe is currently registered with John A. Wolfe & Associates, Inc.. John A. Wolfe & Associates, Inc. is an investment advisor headquartered in Portage, MI. The firm primarily provides portfolio management services for individuals and pension and profit-sharing plans. As of the latest report, they manage approximately $534,664,000 in regulatory assets for 1,238 client accounts. Their client base includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
John A. Wolfe & Associates, Inc.

440 WEST CENTRE AVENUE

PORTAGE, MI 49024-5357

$534.66M

Assets Under Management

Not reported

Total Clients

1

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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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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John Wolfe’s Registration & Firm History

MI

03/07/2011 - Present

John A. Wolfe & Associates, Inc. (PORTAGE MI)

NA

04/20/1988 - 01/06/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

12/09/1983 - 03/10/1988

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 05/02/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/24/1994

Series 2 - Non-Member General Securities Examination

BC

Issued 04/16/1988

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Anthony Wolfe.
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