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Adviser and broker representative · Sofi Wealth LLC

Jennifer L. Booms

CRD 7734356 · San Francisco, CA

At a glance

Jennifer L. Booms is an investment adviser representative with Sofi Wealth LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jennifer’s SEC record dates to 2023, about 3 years ago. Jennifer is also registered as a broker representative.

Current advisory firm

  • Sofi Wealth LLCSince October 2023San Francisco, CA · $2.0B in regulatory assets

SEC adviser record

Registered since
2023 (3 years)
Designations
None on file
Exams
Series 66
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Jennifer’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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