JW
Jeffrey Wolf
from Wealthstar Advisors, LLC
Jeffrey Wolf is a financial advisor based in Texas, Plano,
with 28 years of experience. Jeffrey currently works for
Wealthstar Advisors, LLC.
Jeffrey maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Wolf works at Wealthstar Advisors, LLC
Wealthstar Advisors, LLC is a financial advisory firm based in Plano, Texas. It currently has approximately $608,946,247 of assets under management and employs about 14 people. Wealthstar Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
305b W Spring Creek Parkway, Suite 400, Plano, Texas, 75023
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