Beth Dickinson is not listed as a control person, but directly owns under 5% of John A. Wolfe & Associates.
John A. Wolfe & Associates is an investment adviser based in Portage, MI, registered with the SEC since 1990. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $561 million, as filed on 1 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2859731
- Firm
- John A. Wolfe & Associates · CRD 110799
- Role
- Chief Compliance Officer
- In role since
- December 2025 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Portage, MI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Beth Dickinson work?
Beth Dickinson has been Chief Compliance Officer of John A. Wolfe & Associates, Inc. since December 2025.
How can I verify Beth Dickinson’s record?
Beth Dickinson’s role is listed on John A. Wolfe & Associates, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110799.