Jeffrey Wolfe

Jeffrey Wolfe is a financial services professional currently working as a Registered Representative and Insurance Agent for NYLIFE Securities LLC.2 He is based in Glendale, California.25

Professional Background

Jeffrey Wolfe has extensive experience in the financial services industry:

• He is licensed to sell insurance through New York Life Insurance Company.2
• He offers investment advisory services through Eagle Strategies, LLC.
• Previously, he worked for prominent financial firms including Morgan Stanley, UBS, and Western International Securities.1

Education and Qualifications

Wolfe has a strong educational background in business and finance:

• Bachelor of Science in Business Administration from Pepperdine University, with a focus on management and operations (3.75 GPA).
• Completed the Certified Financial Planner Program at Kaplan University.
• Studied to become an Emergency Medical Technician at El Camino College.4

Expertise and Services

Jeffrey Wolfe specializes in various areas of financial planning:

• College funding
• Retirement planning
• Managing extended care costs
• Lifetime income strategies

He is licensed in multiple states and holds several industry certifications, including Series 7 and Series 66 licenses.14

Contact Information

For those seeking financial guidance, Jeffrey Wolfe can be reached at:

• Phone: (310) 294-9094
• Email: jpwolfe@ft.newyorklife.com
• Office Address: 801 N Brand Blvd, 14th Floor, Glendale, CA 9120335

His LinkedIn profile can be found under the username "jeffreypwolfe".46