Jack R. Wolff
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jack Ronald Wolff was a registered financial professional .
Jack is a previously registered financial professional and started their career in finance in 2000. Jack had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 4, Series 24 and Series 39 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 5, 2011 - August 3, 2021
IFS ADVISORS, INC
March 22, 2005 - January 24, 2011
SECURITIES AMERICA ADVISORS, INC.
August 18, 2004 - August 9, 2021
SECURITIES AMERICA, INC.
December 15, 2000 - August 19, 2004
MOORS & CABOT, INC.
September 6, 2000 - October 24, 2000
MOORS & CABOT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
IFS ADVISORS, INC
CRD#: 153975 / SEC#: 801-80435
Contact information
Regulatory assets under management
| Total Number of Accounts | 845 |
| AUM (Assets Under Management) | $ 256,706,698 |
Red Flags
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