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Jacob Paul Wolfman

Sensenig Capital Advisors, Inc.

Collegeville, PA

CRD 7690587

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Employer firm

Sensenig Capital Advisors, Inc. CRD 142821

$213M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Sensenig Capital Advisors, Inc.

133 Level Road, Collegeville, PA 19426 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-17
  • PA RA
    APPROVED
    Since 2023-03-17

Branch Locations

133 Level Road, Collegeville, PA 19426 • 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
Sensenig Capital Advisors, Inc. Audubon PA 01/2023 Present
University Of Pittsburgh Pittsburgh PA 08/2013 01/2018
North American Forgemasters New Castle PA 05/2015 08/2017
Lehigh Heavy Forge Corp. Bethlehem PA 01/2018 01/2020
Lehigh Heavy Forge Corp. Bethlehem PA 01/2020 01/2023
  • 01/2023 → Present
    Audubon, PA
  • 08/2013 → 01/2018
    University Of Pittsburgh
    Pittsburgh, PA
  • 05/2015 → 08/2017
    North American Forgemasters
    New Castle, PA
  • 01/2018 → 01/2020
    Lehigh Heavy Forge Corp.
    Bethlehem, PA
  • 01/2020 → 01/2023
    Lehigh Heavy Forge Corp.
    Bethlehem, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-17
  • S65 Uniform Investment Adviser Law Examination
    2023-03-17

View on SEC IAPD

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