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RIA / WealthAdvisor21 years in industry

Jennifer Diane Wolf

Advisor at JORDAN PARK GROUP LLC

SAN FRANCISCO, CA | New York, NY

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Search this name across graphsid dfx:ria:5ef156ea-ae32-06a1-406d-8c6627330ffe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 4, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JORDAN PARK GROUP LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 21, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jun 21, 2005
First registration: May 4, 2011
Dual registered: no
Other names: JENNIFER WOLF|JENNIFER DIANE WOLF|JENNIFER D WOLF
IAPD individual key: 4920964

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JORDAN PARK GROUP LLC	Independent wealth	May 13, 2026	n/a	yes	SAN FRANCISCO, CA\|New York, NY	Current employment
ROCKEFELLER CAPITAL MANAGEMENT	Bd affiliated wealth	Jan 6, 2021	Mar 20, 2026	no	New York, NY	Previous registration
AVESTAR CAPITAL, LLC	Independent wealth	Mar 17, 2017	Dec 14, 2020	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 4, 2013	Mar 20, 2017	no	NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	May 4, 2011	Sep 8, 2011	no	FOREST HILLS, NY	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	May 4, 2011	Sep 8, 2011	no	Forest Hills, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ROCKEFELLER CAPITAL MANAGEMENT	JORDAN PARK GROUP LLC	Mar 20, 2026	May 13, 2026	54	Firm change	Ibd to RIA
AVESTAR CAPITAL, LLC	ROCKEFELLER CAPITAL MANAGEMENT	Dec 14, 2020	Jan 6, 2021	23	Firm change	RIA to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AVESTAR CAPITAL, LLC	Mar 20, 2017	Mar 17, 2017	-3	Firm change	Wirehouse to new firm
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 8, 2011	Sep 4, 2013	727	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Sep 8, 2011	May 4, 2011	-127	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:287525:NY:2017-03-20	Mar 20, 2017	Mar 17, 2017	NEW YORK, NY	Firm change

Relationships

Registered with (6)

→ JORDAN PARK GROUP LLCRegistered adviserregistration: current employment
May 13, 2026 to presentfactForm ADV
→ ROCKEFELLER CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 6, 2021 to Mar 20, 2026factForm ADV
→ AVESTAR CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 17, 2017 to Dec 14, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 4, 2013 to Mar 20, 2017factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 4, 2011 to Sep 8, 2011factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
May 4, 2011 to Sep 8, 2011factForm ADV

Dated events

Occurred
Mar 20, 2026
Advisor changed firm
Jennifer Diane Wolf left Rockefeller Capital Management for Jordan Park Group Llc (registered 2026-05-13)
Form ADVobserved 6 days ago