Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Coffin Wolff is a financial advisor with Raymond James Financial Services Advisors, Inc. Jonathan has been in the financial services industry since 2015. Jonathan is registered with the state of Massachusetts as a registered investment advisor and is also registered with the state of Texas as a resident investment advisor. Jonathan holds Series 7 and Series 66 securities licenses as well as a Securities Industry Essentials Examination (SIE). Jonathan has previously worked for Commonwealth Financial Network and State Street Global Advisors Funds Distributors, LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MA
04/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (Newton Lower Falls MA)
MA
05/17/2018 - 03/28/2024
COMMONWEALTH FINANCIAL NETWORK (NEWTON LOWER FALLS MA)
MA
08/18/2015 - 04/18/2018
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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