Jason Paul Wolf

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Tlg Advisors, Inc.

475 Springfield Ave, Summit, NJ 07901 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2024-11-19

LA RA
APPROVED

Since 2024-11-19

Branch Locations

1906 Stanley Gault Pkwy, Louisville, KY 40223 • United States

475 Springfield Ave, Summit, NJ 07901 • 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

Organization	City	State	From	To
Bbva Usa	Birmingham	AL	07/2020	06/2021
Bbva Insurance Agency Inc	Austin	TX	07/2020	06/2021
Dpl Financial Solutions	Louisville	KY	08/2025	Present
Pacific Life	Newport Beach	CA	12/2006	02/2020
Pacific Select Distributors	Newport Beach	CA	12/2006	02/2020
Unemployed	Camas	WA	03/2020	06/2020
Bbva Securities Inc	Austin	TX	07/2020	06/2021
Bbva Wealth Solutions Inc.	Austin	TX	07/2020	06/2021
Cuso Financial Services, Lp	San Diego	CA	06/2021	11/2022
Nationwide Investment Services Corporation	Columbus	OH	11/2022	10/2024
The Leaders Group Inc	Littleton	CO	11/2024	Present
Annuity Marketing Services	Baton Rouge	LA	10/2024	07/2025

07/2020 → 06/2021

Bbva Usa

Birmingham, AL
07/2020 → 06/2021

Bbva Insurance Agency Inc

Austin, TX
08/2025 → Present

Dpl Financial Solutions

Louisville, KY
12/2006 → 02/2020

Pacific Life

Newport Beach, CA
12/2006 → 02/2020

Pacific Select Distributors

Newport Beach, CA
03/2020 → 06/2020

Unemployed

Camas, WA
07/2020 → 06/2021

Bbva Securities Inc

Austin, TX
07/2020 → 06/2021

Bbva Wealth Solutions Inc.

Austin, TX
06/2021 → 11/2022

Cuso Financial Services, Lp

San Diego, CA
11/2022 → 10/2024

Nationwide Investment Services Corporation

Columbus, OH
11/2024 → Present

The Leaders Group Inc

Littleton, CO
10/2024 → 07/2025

Annuity Marketing Services

Baton Rouge, LA

Previous Registrations

2023-01-05 → 2024-10-23

Nationwide Investment Advisors, Llc

Columbus, OH
2021-06-17 → 2022-11-25

Cuso Financial Services, L.P.

Austin, TX

Austin, TX

Austin, TX
2020-07-13 → 2021-06-11

Pnc Managed Account Solutions, Inc.

Austin, TX

Other Businesses

1.) DPL Financial Solutions - 8/25/2025 - 1906 Stanley Gault Pkwy, Louisville, KY 40223 - Internal Consultant, Consultant, Invt Rel, Outsourced Insurance Desk, 40 hrs/mo; 40 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 11/4/2024 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-06-11
S63	Uniform Securities Agent State Law Examination	1999-07-20

S65 Uniform Investment Adviser Law Examination

2020-06-11
S63 Uniform Securities Agent State Law Examination

1999-07-20

Other Names

Jason Paul Wolf
Jason Wolf

View on SEC IAPD