Jeremy S. Wolf

GFM ASSET MANAGEMENT LLC

Weinfelden, 8570

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CRD#: 4658961

Professional summary

Jeremy Scott Wolf is a registered financial advisor currently at GFM ASSET MANAGEMENT LLC .

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeremy has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Jeremy Scott 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 15, 2024 - Present

GFM ASSET MANAGEMENT LLC

Office #1: Thomas-bornhauserstrasse 17, Weinfelden 8570

RIA

CRD#: 283810

Weinfelden,

Past

October 30, 2023 - December 31, 2023

GFM ASSET MANAGEMENT LLC

RIA

CRD#: 283810

Basel,

Past

February 11, 2020 - May 1, 2023

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

San Francisco, CA

Past

December 28, 2001 - March 31, 2020

SCHULTZ COLLINS

RIA

CRD#: 106964

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GFM ASSET MANAGEMENT LLC

CRD#: 283810 / SEC#: 801-107841

RIA

Registered Investment Advisory firm - (6/6/2016 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/15/2024)

IAR

New York
(4/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/28/2001

Uniform Investment Adviser Law Examination

Current Firm

GFM ASSET MANAGEMENT LLC

CRD#: 283810 / SEC#: 801-107841

RIA

Registered Investment Advisory firm - (6/6/2016 Approved)

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Contact information

Main Address

Thomas-bornhauserstrasse 17, Weinfelden 8570

Mailing Address

9450 Sw Gemini Drive Pmb 11583, Beaverton, OR 97008

Phone number

(775) 237-8852

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GFM BROCHURE 2025B (8/18/2025)

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 22,650,000

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.

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Jeremy S. Wolf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Scott Wolf's CRS (Customer Relationship Summary).

Certified licenses

Experience

GFM ASSET MANAGEMENT LLC

GFM ASSET MANAGEMENT LLC

HIGHTOWER ADVISORS, LLC

SCHULTZ COLLINS

Primary Firm SEC Registration

GFM ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/28/2001

Current Firm

GFM ASSET MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GFM ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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