Jeffrey Patrick Wolfe

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 02/2020
  Western International Securities
  Pasadena, CA
• 03/2020 → 11/2025
  Nylife Securities Llc
  Glendale, CA
• 11/2019 → 11/2025
  New York Life Insurance Co
  Glendale, CA
• 03/2020 → 11/2025
  Eagle Strategies Llc
  Glendale, CA
• 12/2025 → Present
  National Life Group
  Irvine, CA
• 12/2025 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2020-03-19 → 2025-12-03
  Eagle Strategies Llc
  Glendale, CA
  Hermosa Beach, CA
• 2014-08-26 → 2020-02-04
  Western International Securities, Inc.
  Torrance, CA
  Hermosa Beach, CA
  Crystal Bay, NV
• 2009-07-06 → 2014-09-03
  Morgan Stanley
  El Segundo, CA
• 2007-08-20 → 2009-05-13
  Ubs Financial Services Inc.
  Weehawken, NJ
  Mitchell Field, NY
  Weehawken, NJ
  Garden City, NY
  Beverly Hills, CA

Other Businesses

*JEFFREY WOLFE, 540 1ST STREET, APT 9, HERMOSA BEACH, CA, 90254, ONGOING, INV REL, 12/2025, INSURANCE, AGENT, DURING TRD/HRS, 80%*TRUE PATH FINANCIAL AND INSURANCE SERVICES, 540 1ST STREET, APT 9, HERMOSA BEACH, CA, 90254, ONGOING, INV REL, 01/2026, INSURANCE, AGENT, DURING TRD/HRS, 80%.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-17