Jeffrey Wolf has been Managing Member of Wealthstar Advisors since January 2013, is a control person of the firm and directly owns between 25% and 50% of it. Jeffrey Wolf holds a BBA in Finance from Fort Hays State University.
Wealthstar Advisors, LLC is a Plano, TX firm with $724M under management, 453 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Jeffrey R. Wolf is Co-Founder of WealthStar Advisors. He co-founded the firm in 2010 along with Scott Stockton and Erik Wyse. He began helping families as an advisor in 1997 with American Express Financial Advisors. In 2005 he and Scott Stockton formed Stockton, Wolf, and Associates within Ameriprise Financial, which became independent in 2009.
Jeffrey Wolf’s longest registration is the current one, 13 years at Wealthstar Advisors since 2013. Before joining Wealthstar Advisors in 2013, Jeffrey Wolf was registered through Independent Financial Partners and Peregrine Diversified Investment Services Corp.
- Wealthstar Advisors, LLCCurrent– present · 13 yearsLenexa, KS · Adviser representative · Firm CRD 164957
- Independent Financial Partners– · 1 yearOlathe, KS · Adviser representative · Firm CRD 125112
- Peregrine Diversified Investment Services Corp.– · 1 yearOlathe, KS · Adviser representative · Firm CRD 155820
- Ams Advisors LLC– · under a yearOlathe, KS · Adviser representative · Firm CRD 142852
- Brewer Investment Advisors LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 134631
- Ameriprise Financial Services, Inc.– · 12 yearsPlano, TX · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jeffrey Wolf is registered as an investment adviser representative in 2 states. Each was approved in April 2013.
- KansasSince 8 April 2013
- TexasSince 24 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 11 September 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 January 1997 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Robert Wolf
- CRD
- 2842614
- Firm
- Wealthstar Advisors · CRD 164957
- Role
- Managing Member
- Office
- 10000 Marshall Dr., Lenexa, KS 66215
- Registration
- Investment adviser registration
- In the industry since
- October 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthstaradvisors.com
Where does Jeffrey Wolf work?
Jeffrey Wolf has been Managing Member of Wealthstar Advisors, LLC since January 2013, and is a control person of the firm.
Is Jeffrey Wolf a financial advisor?
Yes. Jeffrey Wolf has a current investment-adviser registration in Kansas and Texas, through Wealthstar Advisors since April 2013.
How many years of experience does Jeffrey Wolf have?
Jeffrey Wolf has 29 years in the financial industry, since October 1997, across 6 adviser firms.
What exams has Jeffrey Wolf passed?
Jeffrey Wolf has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in January 1997.
Where did Jeffrey Wolf work before Wealthstar Advisors?
Before Wealthstar Advisors, Jeffrey Wolf was registered through Peregrine Diversified Investment Services Corp., May 2011 to July 2012; Ams Advisors LLC, November 2010 to May 2011; Brewer Investment Advisors LLC, September 2009 to November 2010; Ameriprise Financial Services, Inc., September 1997 to September 2009.
Where is Jeffrey Wolf based?
Jeffrey Wolf’s registered office is in Lenexa, KS.
Is Jeffrey Wolf registered with FINRA?
No. Jeffrey Wolf has no current broker registration.
How can I verify Jeffrey Wolf’s record?
Search CRD 2842614 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Wolf’s full registration record.
