JW
Jeffrey M. Wolf
KESTRA ADVISORY SERVICES
Valley Township, PA 19320
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CRD#: 5597074
JW
Professional summary
Jeffrey Michael Wolf is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Valley Township, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Valley Township, Pennsylvania.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jeffrey has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RENTAL PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/04/2018 ADDRESS: 18 Cherry St, Downingtown PA 19335, United States DESCRIPTION: Normal landlord responsibilities Name: DYNASTY ADVISORS, LLC-FIXED INSURANCE POSITION: Sales Rep NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/29/2016 ADDRESS: 1224 W. Lincoln HWY - STE 200, Coatesville PA 19320, United States DESCRIPTION: Providing my clients with life insurance demands. Name: DYNASTY ADVISORS LLC POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 1224 W. Lincoln HWY - STE 200, Coatesville PA 19320, United States DESCRIPTION: FInancial planning and investment advising Name: ECHEF SOLUTIONS, LLC POSITION: Owner NATURE: My father started an online ordering website for restaurants. I am 15% owner, but the business is basically dormant. INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/24/2018 ADDRESS: 926 Evan Dr, Downingtown PA 19335, United States DESCRIPTION: none Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Wolf's 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®
NoneExperience
Current
July 31, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1224 W Lincoln Hwy Ste 200, Valley Township, PA 19320RIA
CRD#: 283330
Valley Township, PA
Current
July 31, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1224 W. Lincoln Highway Suite 200, Valley Township, PA 19320BD
CRD#: 42046
Valley Township, PA
Past
September 30, 2016 - July 31, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Freehold, NJ
Past
September 30, 2016 - July 31, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Freehold, NJ
Past
March 24, 2009 - September 30, 2016
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
VALLEY TOWNSHIP, PA
Past
December 10, 2008 - September 30, 2016
SECURITIES AMERICA, INC.
BD
CRD#: 10205
VALLEY TOWNSHIP, PA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.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
Arizona(7/31/2025)
RR
California(7/31/2025)
RR
Delaware(7/31/2025)
RR
Florida(7/31/2025)
RR
Illinois(7/31/2025)
RR
Kentucky(7/31/2025)
RR
Louisiana(9/12/2025)
RR
Maryland(7/31/2025)
RR
Massachusetts(7/31/2025)
RR
Missouri(7/31/2025)
RR
New Jersey(7/31/2025)
RR
North Carolina(8/7/2025)
RR
Oregon(7/31/2025)
RR
Pennsylvania(7/31/2025)
IAR
Pennsylvania(7/31/2025)
RR
South Carolina(10/14/2025)
RR
Texas(7/31/2025)
IAR
Texas(7/31/2025)
RR
Utah(10/6/2025)
RR
Virginia(7/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
