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Jonathan Joseph Wolf

FIRST UNITED LEGACY ADVISORS LLC·OAKLAND, Maryland
Series 7, Series 24, Series 66Clean record18 years registeredFIRST 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FIRST UNITED LEGACY ADVISORS LLC
FIRST UNITED LEGACY ADVISORS
Jan 2023 – May 2023
Houston, TX
BROADWAY WEALTH SOLUTIONS
Mar 2018 – Nov 2020
SAN ANTONIO, TX
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
Aug 2014 – Oct 2017
ORLANDO, FL
BBVA WEALTH SOLUTIONS INC.
May 2012 – Jun 2014
HOUSTON, TX
ALLIANCEBERNSTEIN L.P.
Mar 2008 – Sep 2010
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 66
Registration record
First registered · March 19, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIRST UNITED LEGACY ADVISORS LLC
CRD 324254 · SEC 801-127079
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
Services offered by FIRST UNITED LEGACY ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FIRST UNITED LEGACY ADVISORS LLC →
Introduction

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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.
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, last registered with FIRST UNITED LEGACY ADVISORS LLC.
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
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
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Research
Advisor Fees in MarylandNational Fee Analysis
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