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Jonathan Joseph Wolf

FIRST UNITED LEGACY ADVISORS LLC·OAKLAND, Maryland
Clean recordFIRST UNITED LEGACY ADVISORS LLC
19 S. 2ND STREET, OAKLAND, MD 21550CRD# 5369871Firm CRD# 324254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Joseph Wolf · OAKLAND, MD
Registration
CRD #5369871 · FIRST UNITED LEGACY ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Joseph Wolf is a registered financial advisor based in OAKLAND, Maryland, affiliated with FIRST UNITED LEGACY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FIRST UNITED LEGACY ADVISORS LLC
FIRST UNITED LEGACY ADVISORS
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FIRST UNITED LEGACY ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5369871
Firm CRD# 324254
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Joseph Wolf offer?
Jonathan Joseph Wolf specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAKLAND, Maryland for a consultation.
What are Jonathan Joseph Wolf's credentials?
Jonathan Joseph Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Joseph Wolf located?
Jonathan Joseph Wolf is based in OAKLAND, Maryland, working with FIRST UNITED LEGACY ADVISORS LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Jonathan Joseph Wolf charge for services?
Jonathan Joseph Wolf's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST UNITED LEGACY ADVISORS LLC?
FIRST UNITED LEGACY ADVISORS LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
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City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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