DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jennifer Diane Wolf
Feed of 09/15/2026
Also filed as Jennifer Wolf
At current firm
0 y
since May 13, 2026
In the industry
21 y
since Jun 21, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Jordan Park Group LLC independent RIA currentsince May 13, 2026 · San Francisco, Ca
- Rockefeller Capital Management BD affiliatedJan 6, 2021 to Mar 20, 2026 · New York, Ny
- Avestar Capital, LLC independent RIAMar 17, 2017 to Dec 14, 2020 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 4, 2013 to Mar 20, 2017 · New York, Ny
- Td Ameritrade Investment Management, LLC formerMay 4, 2011 to Sep 8, 2011 · Forest Hills, Ny
- Td Ameritrade, Inc. formerMay 4, 2011 to Sep 8, 2011 · Forest Hills, Ny
Moves
a registration end followed by a registration begin elsewhere
- Rockefeller Capital Management to Jordan Park Group LLCleft Mar 20, 2026, registered May 13, 2026 (54 days) · Affiliated broker-dealer or bank to independent RIA
- Avestar Capital, LLC to Rockefeller Capital Managementleft Dec 14, 2020, registered Jan 6, 2021 (23 days) · RIA to affiliated broker-dealer or bank
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Avestar Capital, LLCleft Mar 20, 2017, registered Mar 17, 2017 (-3 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- Td Ameritrade Investment Management, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 8, 2011, registered Sep 4, 2013 (727 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Sep 8, 2011, registered May 4, 2011 (-127 days) · channel change inside one enterprise, not a move
Signals
- Jennifer Diane Wolf left Rockefeller Capital Management for Jordan Park Group Llc (registered 2026-05-13)Mar 20, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address