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Detailed Report
Jonathan Coffin Wolff II
JONATHAN C WOLFF II, JONATHAN COFFIN WOLFF II, Jack Wolff
CRD#: 6007236
IA
Investment Adviser
B
Broker
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD#: 149018 2344 Washington St.
2nd Floor
Newton Lower Falls, MA 02462
RAYMOND JAMES FINANCIAL SERVICES, INC.CRD#: 6694 2344 Washington Street
2nd Floor
Newton Lower Falls, MA 02462
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2018 - 2024 (5 years)2 FIRMS2024 - Present (<1 year)BSTATE STREET GLOBAL ADVISORS F... (CRD# 30107)2015 - 2018 (2 years)
License(s)

State Registrations

B
Alaska 3/28/2024
B
New Hampshire 3/28/2024
B
Arizona 4/23/2024
B
New Jersey 3/28/2024
B
California 3/28/2024
B
New Mexico 4/23/2024
B
Colorado 3/28/2024
B
New York 3/28/2024
B
Connecticut 4/18/2024
B
North Carolina 4/1/2024
B
District of Columbia 3/28/2024
B
Oregon 3/28/2024
B
Florida 4/18/2024
B
Pennsylvania 3/28/2024
B
Illinois 3/28/2024
B
Rhode Island 3/28/2024
B
Indiana 3/28/2024
B
Texas 4/23/2024
B
Maine 4/23/2024
IA
Texas 4/24/2024
B
Maryland 3/28/2024
B
Vermont 4/18/2024
B
Massachusetts 3/28/2024
B
Virginia 3/28/2024
IA
Massachusetts 4/2/2024
B
Washington 3/28/2024
B
Minnesota 5/8/2024
B
Wyoming 4/18/2024
B
Montana 11/13/2024

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018)
2344 Washington St. 2nd Floor, Newton Lower Falls, MA 02462
Registered with this firm since 4/2/2024
B
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694)
2344 Washington Street 2nd Floor, Newton Lower Falls, MA 02462
Registered with this firm since 3/28/2024
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 10/02/2018 - 03/28/2024 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) NEWTON LOWER FALLS, MA
B
 05/17/2018 - 03/28/2024 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) NEWTON LOWER FALLS, MA
B
 08/18/2015 - 04/18/2018 STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (CRD#:30107) Boston, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.