The business provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers.įinancial management fee schedules usually are based on which services the firm provides the client. Of its 3,416 customer accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides financial advice to four charities and foundations. It has $1 billion in total assets across its 3,416 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The investment advisory business has offices in 661 locations and a total of 409 advisors. Wolf maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas.ībva Wealth Solutions Inc is a financial advisory company that has its headquarters in Austin, Texas. Wolf has gained experience at Pacific Life, Bbva Securities Inc, Bbva Insurance Agency Inc, Bbva Wealth Solutions Inc, Bbva Usa and Pacific Select Distributors. Jason Wolf is a financial advisor who works out of Austin, Texas, with 14 years of work experience.