Jeremy M. Wolfe
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.
Jeremy Michael Wolfe was a registered financial professional .
Jeremy is a previously registered financial professional and started their career in finance in 1998. Jeremy had worked at 3 firms and has passed the Series 7 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 7, 2018 - April 5, 2022
JASPER RIDGE PARTNERS, L.P.
April 29, 1998 - February 29, 2000
GOLDMAN SACHS & CO. LLC
January 8, 1998 - February 24, 1998
BANCAMERICA SECURITIES, INC.
Primary Firm SEC Registration
JASPER RIDGE PARTNERS, L.P.
CRD#: 144401 / SEC#: 801-70818
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
JASPER RIDGE PARTNERS, L.P.
CRD#: 144401 / SEC#: 801-70818
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 40,116,659,292 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 12/21/2023 | ||
| 01/12/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
