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Jared Wolfe

Wealthspire Advisors

Melville, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-09
  • NY RA
    APPROVED
    Since 2026-04-09

Branch Locations

400 Broadhollow Road, Suite 301, Melville, NY 11747 • 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
Wealthspire Advisors Melville NY 11/2022 Present
Potsdam Royals Brandenburg 04/2022 10/2022
Chipotle Mexican Grill Bryn Mawr PA 06/2019 08/2019
New York Community Bancorp Westbury NY 05/2017 08/2018
Western New England University Springfield MA 08/2016 05/2019
Villanova University Villanova PA 08/2019 12/2021
Self-Employed Seaford NY 12/2021 04/2022
  • 11/2022 → Present
    Wealthspire Advisors
    Melville, NY
  • 04/2022 → 10/2022
    Potsdam Royals
    Brandenburg
  • 06/2019 → 08/2019
    Chipotle Mexican Grill
    Bryn Mawr, PA
  • 05/2017 → 08/2018
    New York Community Bancorp
    Westbury, NY
  • 08/2016 → 05/2019
    Western New England University
    Springfield, MA
  • 08/2019 → 12/2021
    Villanova University
    Villanova, PA
  • 12/2021 → 04/2022
    Self-Employed
    Seaford, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-30
  • S65 Uniform Investment Adviser Law Examination
    2024-06-30

View on SEC IAPD

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