Jeffrey Michael Wolf

Current Employers

Employment History

• 11/2008 → 09/2016
  Securities America, Inc.
  Iselin, NJ
• 03/2009 → 09/2016
  Securities America Advisors, Inc.
  Valley Township, PA
• 09/2016 → 07/2025
  Commonwealth Financial Network
  Waltham, MA
• 07/2025 → Present
  Kestra Investment Services, Llc
  Valley Township, PA
• 07/2025 → Present
  Kestra Advisory Services, Llc
  Valley Township, PA

Previous Registrations

• 2016-09-30 → 2025-07-31
  Commonwealth Financial Network
  Waltham, MA
  Valley Township, PA
  Freehold, NJ
  Marlboro, NJ
• 2009-03-24 → 2016-09-30
  Securities America Advisors, Inc.
  Valley Township, PA

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RENTAL PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/04/2018 ADDRESS: 18 Cherry St, Downingtown PA 19335, United States DESCRIPTION: Normal landlord responsibilities Name: DYNASTY ADVISORS, LLC-FIXED INSURANCE POSITION: Sales Rep NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/29/2016 ADDRESS: 1224 W. Lincoln HWY - STE 200, Coatesville PA 19320, United States DESCRIPTION: Providing my clients with life insurance demands. Name: DYNASTY ADVISORS LLC POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2009 ADDRESS: 1224 W. Lincoln HWY - STE 200, Coatesville PA 19320, United States DESCRIPTION: FInancial planning and investment advising Name: ECHEF SOLUTIONS, LLC POSITION: Owner NATURE: My father started an online ordering website for restaurants. I am 15% owner, but the business is basically dormant. INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/24/2018 ADDRESS: 926 Evan Dr, Downingtown PA 19335, United States DESCRIPTION: none Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2009-02-20
• S63 Uniform Securities Agent State Law Examination
  2008-12-30