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JW

Jonathan D. Wolff

SS&C MARKET SERVICES | Financial Advisor
Braintree, MA 02184
Some features on this profile are disabled
CRD#: 5922559
JW

Professional summary

Jonathan David Wolff, who also goes by Jonathan Wolff, is a registered financial professional currently at SS&C MARKET SERVICES, LLC located in Braintree, Massachusetts.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2011. Jonathan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jonathan Wolff

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.
(1)Name of Business: Goldens & Garnet Inc Address: 1331 SW 25th Way, Boynton Beach, FL, 33426, United States Activity Type: Business Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 03/19/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Shipping orders, bookkeeping and taxes. Helping with inventory control and marketing as well (2)Name of Business: Uber Eats Address: 1331 SW 25th Way, Boynton Beach, FL, 33426, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 03/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Driver, delivery

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jonathan David Wolff'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®
None

Experience

Current

March 1, 2023 - Present

SS&C MARKET SERVICES, LLC

Office #1: 30 Braintree Hill Park, Braintree, MA 02184
BD
CRD#: 23568
Braintree, MA
Past

January 13, 2020 - February 24, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
BOCA RATON, FL
Past

January 6, 2020 - February 24, 2023

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
BOCA RATON, FL
Past

November 2, 2017 - January 2, 2020

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

RIA
CRD#: 286005
FORT LAUDERDALE, FL
Past

August 29, 2017 - November 26, 2019

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
Fort Lauderdale, FL
Past

June 16, 2011 - November 3, 2016

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA

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
Florida
(3/1/2023)
RR
South Dakota
(4/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/17/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/30/2011
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: 7/6/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/15/2011
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SM
SS&C MARKET SERVICES, LLC
AE SERVICES, INC. | WALL STREET PREFERRED MONEY MANAGERS, INC. | WALL STREET ADVISORS, LLC | WALL STREET ADVISORS, INC. | WALL STREET ADVISOR SERVICES, LLC | SS&C MARKET SERVICES, LLC | DST MARKET SERVICES, LLC

CRD#: 23568 / SEC#: , 8-40530

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
One Post Office Square 9th Floor, Boston, MA 02109
Mailing Address
One Post Office Square 9th Floor, Boston, MA 02109
Phone number
(770) 370-4150
Established
New York since 01/12/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
SS&C GIDS, INC.100% OWNER
BECK, DANIEL BRIANPRESIDENT3025596
LONG, PATRICK JEROMEHEAD OF OPERATIONS6093124
MULKERN, JOHN JOSEPH JR.CHIEF COMPLIANCE OFFICER AND SECRETARY4197230
SCHELL, BRIAN NORMANASSISTANT SECRETARY4414042
STUCKY, TODD DOUGLASFINOP, PRINCIPAL FINANCIAL OFFICER1551348

Disclosures

Regulatory Event1

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

SS&C MARKET SERVICES, LLC

Financial AdvisorCRD#: 23568Braintree, MA 02184

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Contact information

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