John Wolff (CRD# 2953159) is an Investment Advisor Representative working at Eagle Strategies LLC in Escondido, CA and has over 26 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lens Financial & Insurance Solutions | Roseville, CA | Aug 2020 - Current | 3 |
| Eagle Strategies LLC | San Diego, CA | Oct 2000 - Current | 23 |
| Nylife Securities Inc. | Roseville, CA | Sep 1997 - Current | 26 |
| New York Life Insurance Company | Roseville, CA | Aug 1997 - Current | 26 |
| J. Lens Financial & Insurance Services | Roseville, CA | Aug 2013 - Mar 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2000 |
- CA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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