Jonathan Coffin Wolff

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 07/2015 → 04/2018
  State Street Global Advisors Funds Distributors Llc
  Boston, MA
• 07/2015 → 01/2017
  State Street Global Advisors
  Boston, MA
• 01/2017 → 04/2018
  State Street Global Advisors Trust Company
  Boston, MA
• 04/2018 → Present
  Lightship Wealth Strategies
  Newton Lower Falls, MA
• 04/2018 → 03/2024
  Commonwealth Financial Network
  Waltham, MA
• 03/2024 → Present
  Raymond James Financial Services, Inc.
  Newton Lower Falls, MA
• 03/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Newton Lower Falls, MA
• 12/2024 → Present
  Wolff Capital Management, Inc.
  Newton Lower Falls, MA

Previous Registrations

• 2018-10-02 → 2024-03-28
  Commonwealth Financial Network
  Newton Lower Falls, MA

Other Businesses

(1)Name of Business: Wolff Capital Management, Inc. Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advising clients on financial planning, investment management, and other matters as it pertains to comprehensive financial goals planning.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-28
• S63 Uniform Securities Agent State Law Examination
  2015-08-28

Other Names

• Jonathan C Wolff
• Jonathan Coffin Wolff
• Jack Wolff