Jennifer Diane Wolf

Employer firm

Jordan Park Group LLC CRD 287755

$23.3B regulatory AUM

Reported services (Item 5G)

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

• 08/2013 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2013 → 03/2017
  Bank Of America, N.A.
  New York, NY
• 03/2017 → 12/2020
  Avestar Capital, Llc
  New York, NY
• 01/2019 → 05/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2021 → 03/2026
  Rockefeller Financial Llc
  New York, NY
• 05/2026 → Present
  Jordan Park Group Llc
  New York, NY

Previous Registrations

• 2021-01-06 → 2026-03-20
  Rockefeller Financial Llc
  New York, NY
• 2017-03-17 → 2020-12-14
  Avestar Capital, Llc
  New York, NY
  New York, NY
• 2013-09-04 → 2017-03-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2011-05-04 → 2011-09-08
  Td Ameritrade, Inc.
  Forest Hills, NY
• 2011-05-04 → 2011-09-08
  Td Ameritrade Investment Management, Llc
  Forest Hills, NY

Exams

• S66 Uniform Combined State Law Examination
  2008-05-12
• S63 Uniform Securities Agent State Law Examination
  2005-06-21

Other Names

• Jennifer Wolf
• Jennifer Diane Wolf
• Jennifer D Wolf