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Joshua Michael Wolfel

Jefferies Investment Advisers LLC

New York, NY

CRD 8010865

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Employer firm

Jefferies Investment Advisers LLC CRD 325421

$5.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Jefferies Investment Advisers Llc

520 Madison Avenue, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-08-31
OR RA APPROVED 2026-08-26
AZ RA APPROVED 2026-08-19
VI RA APPROVED 2026-08-11
UT RA APPROVED 2026-08-10
NE RA APPROVED 2026-08-06
ND RA APPROVED 2026-08-06
WV RA APPROVED 2026-08-06
GA RA APPROVED 2026-08-05
NJ RA APPROVED 2026-08-05
NM RA APPROVED 2026-08-05
OH RA APPROVED 2026-08-05
VT RA APPROVED 2026-08-05
AL RA APPROVED 2026-08-04
AK RA APPROVED 2026-08-04
AR RA APPROVED 2026-08-04
CA RA APPROVED 2026-08-04
CO RA APPROVED 2026-08-04
CT RA APPROVED 2026-08-04
DE RA APPROVED 2026-08-04
HI RA APPROVED 2026-08-04
ID RA APPROVED 2026-08-04
IL RA APPROVED 2026-08-04
IN RA APPROVED 2026-08-04
IA RA APPROVED 2026-08-04
KS RA APPROVED 2026-08-04
KY RA APPROVED 2026-08-04
LA RA APPROVED 2026-08-04
ME RA APPROVED 2026-08-04
MD RA APPROVED 2026-08-04
MI RA APPROVED 2026-08-04
MN RA APPROVED 2026-08-04
MS RA APPROVED 2026-08-04
MO RA APPROVED 2026-08-04
MT RA APPROVED 2026-08-04
NV RA APPROVED 2026-08-04
NH RA APPROVED 2026-08-04
NY RA APPROVED 2026-08-04
NC RA APPROVED 2026-08-04
OK RA APPROVED 2026-08-04
PA RA APPROVED 2026-08-04
PR RA APPROVED 2026-08-04
RI RA APPROVED 2026-08-04
SC RA APPROVED 2026-08-04
SD RA APPROVED 2026-08-04
TX RA APPROVED 2026-08-04
VA RA APPROVED 2026-08-04
WA RA APPROVED 2026-08-04
WI RA APPROVED 2026-08-04
WY RA APPROVED 2026-08-04
  • DC RA
    APPROVED
    Since 2026-08-31
  • OR RA
    APPROVED
    Since 2026-08-26
  • AZ RA
    APPROVED
    Since 2026-08-19
  • VI RA
    APPROVED
    Since 2026-08-11
  • UT RA
    APPROVED
    Since 2026-08-10
  • NE RA
    APPROVED
    Since 2026-08-06
  • ND RA
    APPROVED
    Since 2026-08-06
  • WV RA
    APPROVED
    Since 2026-08-06
  • GA RA
    APPROVED
    Since 2026-08-05
  • NJ RA
    APPROVED
    Since 2026-08-05
  • NM RA
    APPROVED
    Since 2026-08-05
  • OH RA
    APPROVED
    Since 2026-08-05
  • VT RA
    APPROVED
    Since 2026-08-05
  • AL RA
    APPROVED
    Since 2026-08-04
  • AK RA
    APPROVED
    Since 2026-08-04
  • AR RA
    APPROVED
    Since 2026-08-04
  • CA RA
    APPROVED
    Since 2026-08-04
  • CO RA
    APPROVED
    Since 2026-08-04
  • CT RA
    APPROVED
    Since 2026-08-04
  • DE RA
    APPROVED
    Since 2026-08-04
  • HI RA
    APPROVED
    Since 2026-08-04
  • ID RA
    APPROVED
    Since 2026-08-04
  • IL RA
    APPROVED
    Since 2026-08-04
  • IN RA
    APPROVED
    Since 2026-08-04
  • IA RA
    APPROVED
    Since 2026-08-04
  • KS RA
    APPROVED
    Since 2026-08-04
  • KY RA
    APPROVED
    Since 2026-08-04
  • LA RA
    APPROVED
    Since 2026-08-04
  • ME RA
    APPROVED
    Since 2026-08-04
  • MD RA
    APPROVED
    Since 2026-08-04
  • MI RA
    APPROVED
    Since 2026-08-04
  • MN RA
    APPROVED
    Since 2026-08-04
  • MS RA
    APPROVED
    Since 2026-08-04
  • MO RA
    APPROVED
    Since 2026-08-04
  • MT RA
    APPROVED
    Since 2026-08-04
  • NV RA
    APPROVED
    Since 2026-08-04
  • NH RA
    APPROVED
    Since 2026-08-04
  • NY RA
    APPROVED
    Since 2026-08-04
  • NC RA
    APPROVED
    Since 2026-08-04
  • OK RA
    APPROVED
    Since 2026-08-04
  • PA RA
    APPROVED
    Since 2026-08-04
  • PR RA
    APPROVED
    Since 2026-08-04
  • RI RA
    APPROVED
    Since 2026-08-04
  • SC RA
    APPROVED
    Since 2026-08-04
  • SD RA
    APPROVED
    Since 2026-08-04
  • TX RA
    APPROVED
    Since 2026-08-04
  • VA RA
    APPROVED
    Since 2026-08-04
  • WA RA
    APPROVED
    Since 2026-08-04
  • WI RA
    APPROVED
    Since 2026-08-04
  • WY RA
    APPROVED
    Since 2026-08-04

Branch Locations

520 Madison Avenue, New York, NY 10022 • 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
Capco New York NY 06/2024 02/2026
Pennsylvania State University State College PA 08/2020 05/2024
Twin Valley High School Elverson PA 08/2016 05/2020
Jefferies Llc New York NY 02/2026 Present
Capco New York NY 06/2023 08/2023
Savana Inc Malvern PA 05/2022 08/2022
Savana Inc Malvern PA 05/2021 08/2021
Lowes Home Improvement Morgantown PA 05/2020 08/2020
Billy Burger And Bakery Morgantown PA 11/2018 02/2019
Jefferies Investment Advisers New York NY 02/2026 Present
Jefferies Llc New York NY 11/2024 02/2026
  • 06/2024 → 02/2026
    Capco
    New York, NY
  • 08/2020 → 05/2024
    Pennsylvania State University
    State College, PA
  • 08/2016 → 05/2020
    Twin Valley High School
    Elverson, PA
  • 02/2026 → Present
    Jefferies Llc
    New York, NY
  • 06/2023 → 08/2023
    Capco
    New York, NY
  • 05/2022 → 08/2022
    Savana Inc
    Malvern, PA
  • 05/2021 → 08/2021
    Savana Inc
    Malvern, PA
  • 05/2020 → 08/2020
    Lowes Home Improvement
    Morgantown, PA
  • 11/2018 → 02/2019
    Billy Burger And Bakery
    Morgantown, PA
  • 02/2026 → Present
    Jefferies Investment Advisers
    New York, NY
  • 11/2024 → 02/2026
    Jefferies Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-04
  • S66 Uniform Combined State Law Examination
    2026-08-04

View on SEC IAPD

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