Justin James Wolfe
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
11 years in the industry.
- Wolfe Advisors Lake Oswego LLCJan 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Wolfe AdvisorsOct 2023 to now
- Justin Wolfe dba Premiere Real Estate Professionals, LLCJan 2022 to now
- Wolfe Consulting LLCJan 2017 to now
- Avantax Advisory ServicesMay 2023 to Sep 2025
- Avantax Investment Services Inc.May 2023 to Sep 2025
- Justin Wolfe dba Keller Williams RealtyFeb 2015 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7740501
- Firm CRD
- 105644