Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wolfe is a financial advisor with Cambridge Investment Research Advisors, Inc. Jonathan has been in the financial services industry since June 1996. He has a wide range of experience, having previously worked at firms such as PlanMember Securities Corporation, Voya Financial Advisors, Inc., AXA Distributors, LLC, ING Financial Advisors, LLC, ING America Equities, Inc., American Enterprise Investment Services Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Security First Financial, Inc., Copeland Equities, Inc., and First Investors Corporation. Jonathan is a Registered Representative and Investment Advisor Representative and holds the Series 6, 7, 24, 63, and 65 licenses. Jonathan specializes in providing financial advice to individuals, high net worth individuals, and charitable organizations. He offers a variety of services, including financial planning, portfolio management, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
02/06/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
CA
12/03/2019 - 11/03/2023
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CT
11/20/2013 - 11/19/2019
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
NJ
05/08/2012 - 07/10/2013
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
MN
08/18/2004 - 01/09/2012
ING FINANCIAL ADVISERS, LLC (MINNEAPOLIS MN)
PA
02/07/2003 - 07/29/2004
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
MN
08/20/1999 - 01/13/2003
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MA
07/22/1999 - 08/26/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/22/1999 - 08/26/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
01/08/1997 - 07/12/1999
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
NJ
08/30/1995 - 01/08/1997
COPELAND EQUITIES, INC. (SOMERSET NJ)
NJ
03/31/1995 - 07/13/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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