Edward Jones
30yrs
Top 5% by experience at Edward Jones
5yrs
Nathan Wolfe
Financial advisor at Edward Jones
Nathan Wolfe is a fiduciary financial advisor in St. Albans City, Vermont, with 5 years in the industry. Nathan joined Edward Jones in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Nathan holds the CFP® designation.
One of 3 advisors with offices in St. Albans City, and one of 3 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office30 Congress St Suite 102, St. Albans City, VT 05478
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEdward JonesCurrent firm
Contact Nathan
Local office(802) 393-4670Ask for Nathan. (314) 515-2000Main office · St. Louis, MO 30 Congress St Suite 102St. Albans City, VT 05478Office · Get directions
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Questions to ask Nathan
Tailored to Nathan’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
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About Nathan
How do I contact Nathan?
Call Nathan’s local office at (802) 393-4670 or the Edward Jones main office at (314) 515-2000, and ask for Nathan Wolfe.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Nathan 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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