Advisor at GFM Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, CFP®, CIC
Experience Industry experience
24 years
Location
Remote
GFM Asset Management LLC
Supported
Total advisors
3Clients per advisor
12 Very LowAvg AUM per client
$662,162 TypicalHNW client ratio
54% HighWhy did you become a financial advisor?
I love the markets. I am a student of the markets. I started investing around age 12, with the earnings I made picking fruit at a farm. This interest (spured by economic growth) morphed into something I love and that I cultivated in my graduate degree at Columbia University.
About
Jeremy Wolf lives in Switzerland and is a cross-border international financial advisor at GFM Asset Management LLC with 25 years of industry experience. He holds a Series 65 designation and has previously worked at HighTower Advisors LLC and Schultz Collins Lawson Chambers, Inc.
GFM Asset Management serves individual investors, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and standalone advisory services. The firm’s investment approach specializes in cross-border investing and includes tailored allocation strategies based on client-specific timelines, integrating fixed income, equity, and tactical positions with risk management techniques such as currency management and derivatives.
Client services
Based on GFM Asset Management LLC
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Passive / index investing
Cross-border / expatriate tax planning
Options & derivatives strategies
Income planning
Retirement withdrawal strategies
Occupation focus
Founder/Business Owner
Demographic focus
Gen X (Born 1965-1980)
Gen Y/Millennials (Born 1980-1995)
Fee options
< 1%
< 1%
Most active in
Jeremy W has reported serving >5 clients in these states in the last 12 months.
California · New York
Work history
24 years of industry experience
GFM Asset Management LLC
2023 - Present • 3 years
Weinfelden
HighTower Advisors LLC
2020 - 2023 • 3 years
San Francisco, CA
Schultz Collins Lawson Chambers, Inc.
2001 - 2020 • 19 years
San Francisco, CA
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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