Nathan Wolfe

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 09/2021 → Present
  Edward Jones
  St Louis, MO
• 03/2019 → 08/2021
  Town Of Morristown
  Morristown, VT
• 08/2015 → 03/2019
  Lamoille County Sheriff's Department
  Hyde Park, VT

Other Businesses

Town of Morristown Type of business: Law Enforcement Morristown, VT Start date: 1/30/2019 Patrol Officer Hours per week: 0 Hours during trading: 0 town payroll in "part-time" capacity.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-06

Designations

• Certified Financial Planner

Other Names

• Nathan William Wolfe