Justin James Wolfe

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 05/2023 → 09/2025
  Avantax Investment Services Inc.
  Oregon City, OR
• 05/2023 → 09/2025
  Avantax Advisory Services
  Oregon City, OR
• 01/2017 → 07/2023
  Wolfe Consulting Llc
  Oregon City, OR
• 01/2022 → 07/2023
  Justin Wolfe Dba Premiere Real Estate Professionals, Llc
  Oregon City, OR
• 02/2015 → 01/2022
  Justin Wolfe Dba Keller Williams Realty
  Portland, OR
• 01/2017 → Present
  Wolfe Consulting Llc
  Oregon City, OR
• 01/2022 → Present
  Justin Wolfe Dba Premiere Real Estate Professionals, Llc
  Oregon City, OR
• 10/2023 → Present
  Wolfe Advisors
  Oregon City, OR
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Oregon City, OR
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Wolfe Advisors Lake Oswego Llc
  Oregon City, OR

Previous Registrations

• 2023-08-23 → 2025-09-05
  Avantax Advisory Services
  Oregon City, OR
  Dallas, TX
  Oregon City, OR
  Oregon City, OR

Other Businesses

1) WOLFE CONSULTING LLC POSITION: Member NATURE: Office of Certified Public Accountants Individual Tax Preparation Services Business Tax Preparation ServicesNon-Profit Tax Preparation Services Trust & Estate Tax Preparation Services Business Consulting Tax Planning Services Small Business Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/03/2017; ADDRESS: 17908 S Lavine Ln, Oregon City OR 97045, US; Manage preparation of tax returns and tax client relationships Review and sign income tax returns Review and record company financial information Manage administrative assistant employee Manage work with independent contractor accountant 2) JUSTIN WOLFE DBA PREMIERE REAL ESTATE PROFESSIONALS, LLC POSITION: Real Estate Broker (referral only) NATURE: Real estate broker referrals only Not affiliated with National Association of Realtors Not affiliated with local MLS Use the Premiere Real Estate Professionals affiliation to send referrals to other licensed real estate agents to receive a commission Document referrals to other real estate agents using the Premiere Real Estate Professionals commission reporting forms as required INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2022 ADDRESS: 17908 S Lavine Ln, Oregon City OR 97045, US; Refer residential real estate prospects to other real estate brokers Discuss buying or selling real estate with prospective clients Review and discuss second home real estate opportunities with prospective clients 3) WOLFE WEALTH MANAGEMENT LLC POSITION: Member NATURE: The LLC is created for use of the name in providing financial services through Avantax. No other wealth management activities are performed that have not been disclosed. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 09/08/2023 ADDRESS: 17908 S Lavine Ln, Oregon City OR 97045, United States DESCRIPTION: Duties as an Avantax financial professional. 4)Wolfe Advisors; Registration Agent; Wolfe Advisors is a DBA for Wolfe Consulting LLC, a certified public accounting office. Prepare individual and business income tax returns for CPA firm clients.; NIR; 100; 10/10/2023; 17908 S Lavine Ln Oregon City OR 97045; Oversee the tax preparation services for clients. Review and prepare tax returns. Train employees. Meet with clients. Generate invoices to clients. 5)Larry A. Miller Living Trust; Co-Trustee; Co-Trustee for a marital trust established under the Larry A. Miller Living Trust for Margaret Miller, Trustee.; NIR; 4; 11/28/2023; 17908 S Lavine Ln Oregon City OR 97045; Manage trust assets to provide income to Margaret MillerPrepare monthly stipend checks to Margaret Miller for living expensesPrepare monthly bookkeeping for trustPay expenses for trust and Margaret Miller as approved by the Co-TrusteePay taxes for the trust as necessary 6) NAME OF OTHER BUSINESS: TRUSTEE FOR TAX CLIENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TRUSTEE FOR TAX CLIENT; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TRUSTEE FOR TAX CLIENT; 7) NAME OF OTHER BUSINESS: 'OHANA VACATION PROPERTIES LLC INVESTMENT RELATED: N ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RESIDENTIAL AND COMMERCIAL REAL ESTATE START DATE: 01/28/2026 POSITION/TITLE/RELATIONSHIP: MEMBER /REAL ESTATE LANDLORD APX NUMBER OF HOURS PER WEE K:1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REAL ESTATE LANDLORD; 8) NAME OF OTHER BUSINESS: WOLFE ADVISORS LAKE OSWEGO LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PUBLIC ACCOUNTING AND HOLDING COMPANY; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT DUTIES;

Exams

• S66 Uniform Combined State Law Examination
  2023-08-21

Other Names

• Justin James Alan Wolfe
• Justin J Wolfe