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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-24
MA RA APPROVED 2024-04-02
  • TX RA
    APPROVED_RES
    Since 2024-04-24
  • MA RA
    APPROVED
    Since 2024-04-02

Branch Locations

2344 Washington St Suite 2, Newton Lower Falls, MA 02462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jonathan C. Wolff Wellesley MA 03/2004 Present
Commonwealth Financial Network Waltham MA 09/2006 02/2024
Lightship Wealth Strategies, Inc. Newton Lower Falls MA 03/2025 Present
Raymond James Financial Services, Inc Newton Lower Falls MA 02/2024 Present
Raymond James Financial Advisors, Inc Newton Lower Falls MA 02/2024 Present
Turcotte Wealth Management, Inc. Newton Lower Falls MA 12/2024 Present
  • 03/2004 → Present
    Jonathan C. Wolff
    Wellesley, MA
  • 09/2006 → 02/2024
    Waltham, MA
  • 03/2025 → Present
    Lightship Wealth Strategies, Inc.
    Newton Lower Falls, MA
  • 02/2024 → Present
    Raymond James Financial Services, Inc
    Newton Lower Falls, MA
  • 02/2024 → Present
    Raymond James Financial Advisors, Inc
    Newton Lower Falls, MA
  • 12/2024 → Present
    Turcotte Wealth Management, Inc.
    Newton Lower Falls, MA
Previous Registrations
Other Businesses

(1) Name of Business: Lightship Wealth Strategies, Inc. Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: It's the corp of our business partner. (2) Name of Business: Turcotte Wealth Management, Inc. Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 12/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my S corp for my financial advisory business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-08
S63 Uniform Securities Agent State Law Examination 2002-01-16
  • S66 Uniform Combined State Law Examination
    2008-05-08
  • S63 Uniform Securities Agent State Law Examination
    2002-01-16

View on SEC IAPD

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