Jefferson Woolsey

Current Employers

Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-04-29

MN RA
APPROVED

Since 2026-04-29

Branch Locations

Eagan, MN • United States

One Columbus Plaza, New Haven, CT 06510 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Knights Of Columbus	New Haven	CT	01/2017	Present
First Source Inc	Post Falls	ID	09/2010	12/2016
Knights Of Columbus Asset Advisors Llc	New Haven	CT	10/2023	Present

01/2017 → Present

Knights Of Columbus

New Haven, CT
09/2010 → 12/2016

First Source Inc

Post Falls, ID
10/2023 → Present

Knights Of Columbus Asset Advisors Llc

New Haven, CT

Other Businesses

Knights of Columbus Insurance, 1 Columbus Plaza, New Haven, CT 06510 Investment related business...life insurance, fixed annuities, LTC, DI Field agent/Insurance Producer 01/01/2017 Start Date 40+ hours weekly

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-06

S65 Uniform Investment Adviser Law Examination

2026-04-06

Other Names

Jefferson J Woolsey
Jeff Woolsey
Jefferson James Woolsey

View on SEC IAPD