JW
Justin J. Wolfe
CETERA INVESTMENT ADVISERS LLC
OREGON CITY, OR
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CRD#: 7740501
JW
Professional summary
Justin James Wolfe, who also goes by Justin J Wolfe, Justin James Alan Wolfe, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Oregon City, Oregon and CETERA WEALTH SERVICES, LLC located in Oregon City, Oregon.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Justin has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin J Wolfe | Justin James Alan Wolfe
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) WOLFE CONSULTING LLC POSITION: Member NATURE: Office of Certified Public Accountants Individual Tax Preparation Services Business Tax Preparation ServicesNon-Profit Tax Preparation Services Trust & Estate Tax Preparation Services Business Consulting Tax Planning Services Small Business Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/03/2017; ADDRESS: 17908 S Lavine Ln, Oregon City OR 97045, US; Manage preparation of tax returns and tax client relationships Review and sign income tax returns Review and record company financial information Manage administrative assistant employee Manage work with independent contractor accountant 2) JUSTIN WOLFE DBA PREMIERE REAL ESTATE PROFESSIONALS, LLC POSITION: Real Estate Broker (referral only) NATURE: Real estate broker referrals only Not affiliated with National Association of Realtors Not affiliated with local MLS Use the Premiere Real Estate Professionals affiliation to send referrals to other licensed real estate agents to receive a commission Document referrals to other real estate agents using the Premiere Real Estate Professionals commission reporting forms as required INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2022 ADDRESS: 17908 S Lavine Ln, Oregon City OR 97045, US; Refer residential real estate prospects to other real estate brokers Discuss buying or selling real estate with prospective clients Review and discuss second home real estate opportunities with prospective clients 3) WOLFE WEALTH MANAGEMENT LLC POSITION: Member NATURE: The LLC is created for use of the name in providing financial services through Avantax. No other wealth management activities are performed that have not been disclosed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 09/08/2023 ADDRESS: 17908 S Lavine Ln, Oregon City OR 97045, United States DESCRIPTION: Duties as an Avantax financial professional. 4)Wolfe Advisors; Registration Agent; Wolfe Advisors is a DBA for Wolfe Consulting LLC, a certified public accounting office. Prepare individual and business income tax returns for CPA firm clients.; NIR; 100; 10/10/2023; 17908 S Lavine Ln Oregon City OR 97045; Oversee the tax preparation services for clients. Review and prepare tax returns. Train employees. Meet with clients. Generate invoices to clients. 5)Larry A. Miller Living Trust; Co-Trustee; Co-Trustee for a marital trust established under the Larry A. Miller Living Trust for Margaret Miller, Trustee.; NIR; 4; 11/28/2023; 17908 S Lavine Ln Oregon City OR 97045; Manage trust assets to provide income to Margaret MillerPrepare monthly stipend checks to Margaret Miller for living expensesPrepare monthly bookkeeping for trustPay expenses for trust and Margaret Miller as approved by the Co-TrusteePay taxes for the trust as necessary
CRS (Client Relationship Summary) - RIA
Click below to view Justin James Wolfe'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
OREGON CITY, OR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Oregon City, OR
Past
August 23, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Oregon City, OR
Past
July 28, 2023 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Oregon City, OR
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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(9/5/2025)
RR
California(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oregon(9/5/2025)
IAR
Oregon(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/28/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
