JC
Jeffrey Charles Lloyd Wolman
CRD 4895490
Firms
| Firm | Role | As of |
|---|---|---|
| Wwm Advisory Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wwm Advisory Inc.
Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, Direc · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗