Jeffrey Wolfe Email & Phone Number
Agent @ National Life Group
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jeffrey Wolfe Location
- Manhattan Beach, CA, US
Jeffrey Wolfe Work
- Agent @ (December 2025 - Present)
- Registered Investment Advisor @ (December 2025 - Present)
- Agent @ (January 2020 - December 2025)
- Financial Advisor @ (January 2020 - December 2025)
- Financial Services Professional @ (January 2020 - December 2025)
- Financial Advisor @ (August 2014 - February 2020)
- Financial Advisor @ (July 2009 - August 2014)
- Financial Advisor @ (December 2006 - May 2009)
Jeffrey Wolfe Education
- Pepperdine Graziadio Business School
Bachelor of Science (B.S.) (Business Administration, Management and Operations)
- Marymount California University
Associate of Science (A.S.)
- Kaplan University
CFP - Certified Financial Planner Program
- El Camino College
Emergency Medical Technician - EMT
Jeffrey Wolfe Skills
- Retirement Planning
- Estate Planning
- Permanent Life Insurance
- Personal Finance
- Investments
- Asset Protection
- Risk Management
- Wealth Preservation Planning
- Leadership
- Management
- Project Management
- Research
- Marketing Strategy
- Financial Analysis
- Sales
- Financial Planning
- Series 7
- Inheritance Tax Planning
- Finance
- Alternative Investments
- Customer Relationship Management Crm
- Public Speaking
- Client Relations
- Fixed Income
- Salesforce
- Account Management
- Microsoft PowerPoint
- Portfolio Management
- Business Development
- Communication
- Asset Allocation
- Google Docs
- Financial Services
- Wealth Management
- Equities
- Microsoft Office
- Microsoft Word
- Asset Management
- Microsoft Excel
- Customer Service
- Interpersonal Skills
- Customer Relationship Management
Jeffrey Wolfe Summary
- Jeffrey Wolfe, based in Manhattan Beach, CA, US, is currently a Agent at National Life Group. Jeffrey Wolfe brings experience from previous roles at Equity Services, Inc., New York Life Insurance Company, Eagle Strategies, LLC and NYLIFE Securities LLC. Jeffrey Wolfe holds a Bachelor of Science (B.S.) in Business Administration, Management and Operations @ Pepperdine Graziadio Business School. With a robust skill set that includes Retirement Planning, Estate Planning, Permanent Life Insurance, Personal Finance, Investments and more. Jeffrey Wolfe has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Jeffrey Wolfe?
Find contact details for 700 million professionals.
Top National Life Group Employees
Wanda Catoe
Vice President, IT Applications
Dallas, TX, US
Achim Schwetlick
Executive Vice President, Service and Operations
Montpelier, VT, US
Jason Doiron
Chief Investment Officer
Stowe, VT, US
Matthew Frazee
Executive Vice President and Chief Marketing Officer
Montpelier, VT, US
Robert Cotton
Executive Vice President and Chief Operating Officer
Montpelier, VT, US
Christopher Zimmerman
Senior Vice President and General Counsel
Montpelier, VT, US
Dan Randall
VP of Product Management
Burlington, IA, US
Darlene Flagg
Vice President and Head of Retirement Business
Addison, TX, US
Michael Pankau
Vice President Information Technology
Addison, TX, US
Corey Martin
Managing Director
Flower Mound, TX, US
Catherine Edge
Vice President, People Center
Plano, TX, US
Louis Puglisi
Field EVP Independent Distribution
Montpelier, VT, US
Robert Schwartz
Managing Director
Fort Lauderdale, FL, US
Sang Kim
Managing Director
Washington, DC, US
Michael Veilleux
Chief People Officer
Montpelier, VT, US
Edward Ramirez
Managing Director
New York, NY, US
Ignacio Gonzalez
Managing Director
Boca Raton, FL, US
Mehran Assadi
Chairman, CEO and President
Burlington, IA, US
Kenneth Carlson
Managing Director-Insurance Brokerage Sales
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co