Jacob Wolfman has been an investment adviser representative at Sensenig Capital Advisors since March 2023, and is not listed among the firm’s executive officers or direct owners. Jacob Wolfman holds a B.S. in Materials Science and Engineering from the University of Pittsburgh.
Sensenig Capital Advisors, Inc. is a Collegeville, PA firm with $213M under management, 145 clients and 3 advisers in one office, as of its March 2026 filing.
Jacob Wolfman is Wealth Advisor of Sensenig Capital Advisors. He joined the Sensenig Capital team in January 2023, after seven years in the heavy manufacturing industry, and serves clients through tax planning. He is a member of the National Association of Personal Financial Advisors (NAPFA) and serves on the Board of Directors of the Methacton Education Foundation.
- – present · 3 yearsCollegeville, PA · Adviser representative · Firm CRD 142821
Professional designations
Listed by Sensenig Capital Advisors
- CFP®
- TPCP®
Investment adviser representative registrations
Jacob Wolfman is registered as an investment adviser representative in Pennsylvania, since March 2023.
- PennsylvaniaSince 17 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 March 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacob Paul Wolfman
- CRD
- 7690587
- Firm
- Sensenig Capital Advisors · CRD 142821
- Office
- 133 LEVEL ROAD, Collegeville, PA 19426
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sensenigcapital.com
Where does Jacob Wolfman work?
Jacob Wolfman is an investment adviser representative registered through Sensenig Capital Advisors, Inc. since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jacob Wolfman a financial advisor?
Yes. Jacob Wolfman has a current investment-adviser registration in Pennsylvania, through Sensenig Capital Advisors since March 2023.
How many years of experience does Jacob Wolfman have?
Jacob Wolfman has 3 years in the financial industry, since March 2023, across 1 adviser firm.
What exams has Jacob Wolfman passed?
Jacob Wolfman passed the Series 65 in March 2023.
Where is Jacob Wolfman based?
Jacob Wolfman’s registered office is in Collegeville, PA.
Is Jacob Wolfman registered with FINRA?
No. Jacob Wolfman has no current broker registration.
Is Jacob Wolfman a CFP?
Sensenig Capital Advisors lists Jacob Wolfman with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jacob P. Wolfman, CFP®, TPCP® biography, sensenigcapital.com
How can I verify Jacob Wolfman’s record?
Search CRD 7690587 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacob Wolfman’s full registration record.
