James N Wolfe

Current Employers

Employment History

• 09/2005 → 01/2019
  Primerica Financial Services
  Altoona, IA
• 09/2009 → 01/2019
  Pfs Investments Inc.
  Altoona, IA
• 01/2019 → 02/2022
  Sammons Retirement Solutions
  West Des Moines, IA
• 01/2019 → 02/2022
  Sammons Financial Network
  West Des Moines, IA
• 02/2022 → Present
  Horizon Investments Llc
  Winterset, IA
• 04/2022 → Present
  Quasar Distributors, Llc
  Winterset, IA

Previous Registrations

• 2016-11-14 → 2019-01-08
  Pfs Investments Inc.
  West Des Moines, IA
  Knoxville, TN
  Knoxville, TN
  Altoona, IA

Other Businesses

1) Horizon Investments LLC; Investment Related; Winterset, IA; Began 02/2022; Investment Advisor; Regional Director; Educate advisors on investment strategies offered at Horizon; 200 hours per month with 33 during trading hours 2) Primerica; Non-Investment related; Duluth, GA; Began 01/2019; 0 hours per month with 0 during trading hours 3) Beauty Amidst the Ashes; Non-Investment related; Newell, IA; Began 11/2019; Adoption Non-Profit; Board Member; Assist with the planning of annual adoption conference and overall direction of the adoption related organization; 2 hours per month with 0 during trading hours 4) Wolfepack Enterprises LLC; Investment Related; Purchase/Own Physical Real Estate; Winterset, IA; 5/28/2025; CEO/President; Invest into physical real estate with other potential partners. Potentially perform and/or hire out any maintenance needing done to the properties; 4 Hrs Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-19
• S63 Uniform Securities Agent State Law Examination
  2010-04-02

Other Names

• James Nicholas Wolfe
• Nick Wolfe
• James N Wolfe