AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

Jason Wolfe

MUTUAL CAPITAL INVESTMENT ADVISORS, LLC·WYALUSING, Pennsylvania
SIE, Series 7, Series 66Clean record9 years registeredMUTUAL CAPITAL INVESTMENT ADVISORS, LLC
41908 ROUTE 6, WYALUSING, PA 18853CRD# 6772711Firm CRD# 314734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Wolfe · WYALUSING, PA
Registration
CRD #6772711 · MUTUAL CAPITAL INVESTMENT ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MUTUAL CAPITAL INVESTMENT ADVISORS, LLC
EDWARD JONES
May 2017 – Oct 2019
PUNTA GORDA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 31, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WYALUSING?

Browse all registered financial advisors in WYALUSING, Pennsylvania or claim this profile if it's yours.

Browse WYALUSING AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Jason Wolfe offer?
Jason Wolfe is a registered financial advisor in WYALUSING, Pennsylvania.
What are Jason Wolfe's credentials?
Jason Wolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Wolfe located?
Jason Wolfe is based in WYALUSING, Pennsylvania, last registered with MUTUAL CAPITAL INVESTMENT ADVISORS, LLC.
How large is MUTUAL CAPITAL INVESTMENT ADVISORS, LLC?
MUTUAL CAPITAL INVESTMENT ADVISORS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile