Jonathan Coffin Wolff

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 03/2024
  Commonwealth Financial Network
  Waltham, MA
• 03/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Newton Lower Falls, MA
• 03/2024 → Present
  Raymond James Financial Services, Inc.
  Newton Lower Falls, MA

Previous Registrations

• 2006-09-05 → 2024-03-28
  Commonwealth Financial Network
  Waltham, MA
  Newton Lower Falls, MA
  Hingham, MA
• 2003-04-11 → 2006-09-05
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

(1)Name of Business: Address: 39 Tennessee Ave, Nantucket, MA, 02554, United States Activity Type: Other Position/Title: Artist Investment Related: No Start Date: 05/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I carve wooden whales and show them in the Artist Association of Nantucket for sale (2)Name of Business: Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/01/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent office space in my office to other RJ advisors (3) Lightship Wealth Strategies, Inc.; not investment related; Newton Lower Falls, MA; support company/DBA; Advisor; Started 09/2006 0hrs/month; 0hrs/month during trading hours; Financial Advisor (2)Name of Business: Address: 2344 Washington St Ste 2, Newton Lower Falls, MA, 02462-1475, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 09/01/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent office space in my office to other RJ advisors

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-02
• S63 Uniform Securities Agent State Law Examination
  1985-08-27

Other Names

• Jon Wolff