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JW

Jason P. Wolf

JOHNSTONE BROKERAGE SERVICES
Louisville, KY 40223
Some features on this profile are disabled
CRD#: 3132275
JW

Professional summary

Jason Paul Wolf, who also goes by Jason Paul Wolf, Jason Wolf, is a registered financial professional currently at JOHNSTONE BROKERAGE SERVICES, LLC located in Louisville, Kentucky.

Jason is registered as a RR (Registered Representative) and started their career in finance in 1999. Jason has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jason Paul Wolf | Jason Wolf

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Paul Wolf's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 29, 2026 - Present

JOHNSTONE BROKERAGE SERVICES, LLC

Office #1: 1906 Stanley Gault Pkwy, Louisville, KY 40223Office #2: 1906 Stanley Gault Parkway, Louisville, KY 40223
BD
CRD#: 301394
Louisville, KY
Past

November 19, 2024 - April 30, 2026

TLG ADVISORS, INC.

RIA
CRD#: 111052
Louisville, KY
Past

November 4, 2024 - April 30, 2026

THE LEADERS GROUP, INC.

BD
CRD#: 37157
Louisville, KY
Past

January 5, 2023 - October 23, 2024

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

January 5, 2023 - October 23, 2024

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
Scottsdale, AZ
Past

June 17, 2021 - November 25, 2022

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
AUSTIN, TX
Past

June 17, 2021 - November 25, 2022

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
AUSTIN, TX
Past

July 13, 2020 - June 11, 2021

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
AUSTIN, TX
Past

July 13, 2020 - June 11, 2021

BBVA SECURITIES INC.

BD
CRD#: 27060
AUSTIN, TX
Past

December 15, 2006 - February 24, 2020

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

October 21, 2003 - November 30, 2006

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

March 19, 2003 - November 4, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

July 2, 1999 - March 19, 2003

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(4/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/11/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/20/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/1/1999
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JB
JOHNSTONE BROKERAGE SERVICES, LLC
JOHNSTONE BROKERAGE SERVICES, LLC

CRD#: 301394 / SEC#: , 8-70335

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1906 Stanley Gault Parkway, Louisville, KY 40223
Mailing Address
117 San Augustine Street, Center, TX 75935
Phone number
(936) 340-2929
Established
Texas since 12/31/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DPL FINANCIAL PARTNERS, LLCPARENT COMPANY
ARCH PORTFOLIO TRUST, LLCMEMBER.
NAVEED, HASNAINFINOP7004810
PULLIAM, MICHELLE CARROLLCHIEF COMPLIANCE OFFICER4013218
SMITH, ROY THOMASMANAGING PRINCIPAL2542940

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.

Company Information

JOHNSTONE BROKERAGE SERVICES, LLC

CRD#: 301394Louisville, KY 40223

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