Jeffrey Charles Lloyd Wolman

Employer firm

Wwm Advisory Inc. CRD 133611

$280M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/1995 → Present
  Wolman Wealth Management
  Los Angeles, CA

Other Businesses

I DO BUSINESS MANAGEMENT PRIMARILY FOR PEOPLE IN THE ENTERTAINMENT BUSINESS. THIS SERVICE IS ALSO PROVIDED AS PRESIDENT OF WOLMAN WEALTH MANAGEMENT. INVESTMENT ADVISORY SERVICES IS OFFERED AS PART OF THE PACKAGE OF SERVICES CLIENTS AVAIL THEMSELVES OF IN THE COURSE OF THEIR ENGAGEMENT WITH ME. I DEVOTE APPROXIMATELY 20% OF MY TIME TO INVESTMENT ADVISORY SERVICES AND THE REST OF THE TIME TO BUSINESS MANAGEMENT SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-12

Other Names

• Jeffrey C.L. Wolman
• Jeffrey Charles Wolman