Jennifer D. Wolf
Professional summary
Jennifer Diane Wolf, who also goes by Jennifer D Wolf, Jennifer Diane Wolf, Jennifer Wolf, is a registered financial advisor currently at JORDAN PARK GROUP LLC located in New York, New York.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jennifer has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Diane Wolf's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 13, 2026 - Present
JORDAN PARK GROUP LLC
Office #1: One World Trade Center 78th Floor, New York, NY 10007January 6, 2021 - March 20, 2026
ROCKEFELLER FINANCIAL LLC
January 4, 2021 - March 20, 2026
ROCKEFELLER FINANCIAL LLC
January 17, 2019 - June 5, 2019
PURSHE KAPLAN STERLING INVESTMENTS
March 17, 2017 - December 14, 2020
AVESTAR CAPITAL, LLC
September 4, 2013 - March 20, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 30, 2013 - March 20, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 4, 2011 - September 8, 2011
TD AMERITRADE, INC.
May 4, 2011 - September 8, 2011
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
April 21, 2011 - September 8, 2011
TD AMERITRADE, INC.
May 29, 2007 - July 24, 2009
CITIGROUP GLOBAL MARKETS INC.
May 9, 2005 - May 29, 2007
CITICORP INVESTMENT SERVICES
Primary Firm SEC Registration
JORDAN PARK GROUP LLC
CRD#: 287755 / SEC#: 801-110062
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2026)
Exams
Current Firm
JORDAN PARK GROUP LLC
CRD#: 287755 / SEC#: 801-110062
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,261 |
| AUM (Assets Under Management) | $ 18,116,026,433 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/14/2025 | ||
| 12/19/2024 | ||
| 02/13/2024 | ||
| 06/09/2023 | ||
| 03/30/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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