Osaic Wealth
36yrs
Top advisor by experience in Fort Myers Beach
2yrs
DH Wolf
Financial advisor at Edward Jones
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeFort Myers Beach, FL
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?2 states
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Dec 2024 – nowEdward JonesCurrent firm
Questions to ask Dh
Tailored to Dh’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Dh
How do I contact Dh?
Call Edward Jones at 314-515-2000 and ask for DH Wolf. Dh works from the Fort Myers Beach, FL office.
How long has Dh been a financial advisor?
Dh has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Dh hold?
Series 66. Tap any license on this page to see what it allows.
Is Dh a fiduciary?
Dh is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dh paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Dh for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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