Jeffrey Robert Wolf

Current Employers

Employment History

• 08/2012 → Present
  Independent Financial Partners
  Tampa, FL
• 01/2013 → Present
  Wealthstar Advisors, Llc
  Plano, TX

Previous Registrations

• 2012-08-09 → 2013-12-31
  Independent Financial Partners
  Olathe, KS
  Plano, TX
• 2011-05-02 → 2012-07-20
  Peregrine Diversified Investment Services Corp.
  Olathe, KS
  Chicago, IL
• 2010-11-05 → 2011-05-02
  Concordius Capital Advisors
  St Petersburg, FL
  Olathe, KS
• 2009-09-25 → 2010-11-05
  Brewer Investment Advisors Llc
  Chicago, IL
• 1997-09-17 → 2009-09-29
  Ameriprise Financial Services, Llc
  Plano, TX
  Plano, TX
  Allen, TX

Other Businesses

1) CHASE OAKS LLC, 305B W SPRING CREEK PARKWAY SUITE 300, PLANO, TX 75023; NATURE OF BUSINESS - REAL ESTATE HOLDING COMPANY; POSITION/TITLE = PARTNER/OWNER; NOT INVESTMENT RELATED ACTIVITY; START DATE - JULY 2008; COMPENSATED - SCHEDULE K; DUTIES -SIMPLE 2 OWNER LLC SET UP TO OWN BUILDING FOR FINANCIAL PLANNING. 2)UNIVERSAL FINANCIAL CONSULTANTS (UFC), AND PROCESSES LIFE INSURANCE AND FIXED ANNUITIES CONTRACTS THROUGH UFC. SALES COMMISSIONS FROM UNIVERSAL FINANCIAL CONSULTANTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-28

Designations

Other Names

• Jeff Wolf
• Jeff Robert Wolf