Nicolas Jacob Wolfson
Investment adviser representative at Independent Financial Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16.3BFirm assets
Are you Nicolas Jacob Wolfson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Independent Financial PartnersMar 2024 to now
- Ifp Securities, LLCMar 2024 to now
- Self EmployedDec 2022 to Mar 2024
- Ameriprise Financial Services, LLCOct 2022 to Dec 2022
- Self-employedSep 2020 to Oct 2022
- E*trade Capital Management LLCFeb 2019 to Sep 2020
- E*trade Securities LLCFeb 2019 to Sep 2020
- T. Rowe PriceJan 2014 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Independent Financial Partners
Legal name: Ifp Advisors, LLC
$16.3BAssets managed
54,154Clients
319Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6296599
- Firm CRD
- 125112