Morgan Stanley
46yrs
Top advisor by experience in Melville
2yrs
Jared Wolfe
Financial advisor at Wealthspire Advisors
Based in Melville, New York, Jared Wolfe is a fiduciary financial advisor with 2 years of industry experience. Jared has been with Wealthspire Advisors since 2024. Wealthspire Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office400 Broadhollow Road, Suite 301, Melville, NY 11747
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$3.41 million
Advisors at the firm238
States licensed ?1 state
Services through Wealthspire Advisors
Financial planningInvestment management for individuals and small businessesRetirement 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowWealthspire AdvisorsCurrent
Contact Jared
(212) 973-1200Firm headquarters in New York, NY. Ask for Jared. 400 Broadhollow Road, Suite 301Melville, NY 11747Office · Get directions Instagram pageWealthspire Advisors
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Questions to ask Jared
Tailored to Jared’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 Jared
How do I contact Jared?
Call Wealthspire Advisors at (212) 973-1200 and ask for Jared Wolfe. Jared works from the Melville, NY office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jared hold?
Series 65. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Wealthspire Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jared 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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