Osaic Institutions
37yrs
Top advisor by experience in Ravenna
11yrs
Scott Wolf
Financial advisor at J.p. Morgan Securities
Scott Wolf has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Ravenna, Ohio. Scott has been with J.p. Morgan Securities since 2016. J.p. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 10 advisors with offices in Ravenna, and one of 8 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 55% of advisors at J.p. Morgan Securities
Office235 West Main Street, Ravenna, OH 44266
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.p. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowJ.p. Morgan Securities LLCCurrent firm
Questions to ask Scott
Tailored to Scott’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Scott
How do I contact Scott?
Call J.p. Morgan Securities at 800-999-2000 and ask for Scott Wolf. Scott works from the Ravenna, OH office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2015, about 11 years. More experience than 55% of advisors at J.p. Morgan Securities.
What licenses does Scott hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
J.p. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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