Darcy Irwin 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

• 11/1997 → 01/2017
  U S Navy/Reserves
  San Diego, CA
• 01/2014 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Rental property Oceanside, CA Start date: 2/1/2013 Joint owner Hours per week: 0 Hours during trading: 0 Responsible for ensuring proper maintenance and operation of utilities and appliances.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-14

Designations

• Certified Financial Planner

Other Names

• Darcy Kay Irwin