Helena Wolk

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-08-03
TX	RA	APPROVED	2026-08-03

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	New York	NY	07/2023	Present
Jpmorgan Chase Bank, N.A.	New York	NY	07/2023	Present
Princeton High School	Princeton	NJ	08/2014	06/2019
University Of Pennsylvania	Philadelphia	PA	08/2019	05/2023
Wharton School	Philadelphia	PA	01/2020	05/2023
J.P. Morgan	New York	NY	06/2022	08/2022
Mistras Group Inc	West Windsor	NJ	06/2021	08/2021
Princeton National Rowing Association	Princeton Junction	NJ	06/2019	09/2020
Princeton National Rowing Association	Princeton Junction	NJ	06/2017	07/2018

07/2023 → Present

J.P. Morgan Securities Llc

New York, NY
07/2023 → Present

Jpmorgan Chase Bank, N.A.

New York, NY
08/2014 → 06/2019

Princeton High School

Princeton, NJ
08/2019 → 05/2023

University Of Pennsylvania

Philadelphia, PA
01/2020 → 05/2023

Wharton School

Philadelphia, PA
06/2022 → 08/2022

J.P. Morgan

New York, NY
06/2021 → 08/2021

Mistras Group Inc

West Windsor, NJ
06/2019 → 09/2020

Princeton National Rowing Association

Princeton Junction, NJ
06/2017 → 07/2018

Princeton National Rowing Association

Princeton Junction, NJ

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-07-31
S63	Uniform Securities Agent State Law Examination	2023-08-19

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