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Amy E Wolf

Edward Jones

Essex Junction, VT

CRD 7033297

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-17
VT RA APPROVED 2019-01-09
  • TX RA
    APPROVED
    Since 2025-01-17
  • VT RA
    APPROVED
    Since 2019-01-09

Branch Locations

52 Sunderland Way Suite 3, Essex Junction, VT 05452-2870 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2018 Present
Globalfoundries Essex Junction VT 07/2015 10/2018
  • 11/2018 → Present
    Edward Jones
    St Louis, MO
  • 07/2015 → 10/2018
    Globalfoundries
    Essex Junction, VT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-05
  • S66 Uniform Combined State Law Examination
    2019-01-05
Designations
  • Certified Financial Planner
Other Names
  • Amy Wolf
  • Amy Ellen Wolf

View on SEC IAPD

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