Jonathan
Wolf
First United Legacy Advisors
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About this Advisor
Jonathan Wolf is a financial advisor operating in Houston, Texas. Wolf is an employee of First United Legacy Advisors. Their career trajectory has included roles at Bbva Wealth Solutions, Bbva Usa, St. Johns Investment Management Co. LLC, Broadway National Bank, Broadway Wealth Solutions, Inc, First United Legacy Advisors LLC, First United Bank & Trust and Marathon Wealth & Asset Management. Wolf has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. First United Legacy Advisors is a registered investment firm that has its headquarters in Oakland, MD. The investment advisory business has just one advisor. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely are based on the type of financial services offered. Fees billed by First United Legacy Advisors can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First United Legacy Advisors Brokerage Details
1
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Wolf Work History
Jonathan has been registered as a financial advisor for 0 years.*
First United Legacy Advisors LLC
First United Bank & Trust
Marathon Wealth & Asset Management
Broadway National Bank
Broadway Wealth Solutions, Inc
St. Johns Investment Management Co. LLC
Bbva Wealth Solutions
Bbva Usa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Wolf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First United Legacy Advisors
Houston, TX
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