Jason Brian Wolff

Employer firm

Arkfeld Wealth Strategies, L.l.c. CRD 293175

$538M regulatory AUM 6 advisory clients

Reported services (Item 5G)

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

• 10/1996 → 03/2019
  Mckinnis Roofing
  Blair, NE
• 04/2019 → Present
  Arkfeld Wealth Strategies, L.L.C.
  Omaha, NE

Other Businesses

1) INDEPENDENT AGENT REPRESENTING VARIOUS INSURANCE CARRIERS; STARTING 2019; 10 HRS/MO; SOME OF WHICH MAY BE DURING TRADING HOURS 2) 4141, LLC - INVESTMENT RELATED REAL ESTATE BUSINESS, OMAHA, NE; STARTED 2024; TIME RELATED TO BUSINESS VARIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-16

Other Names

• Jay Wolff