Financial ADVSR advisor directory · SEC adviser records
Sofi Wealth LLC financial advisors in Jacksonville, FL
Every SEC-registered investment adviser representative at a Sofi Wealth LLC office in Jacksonville, A to Z.
22 registered advisors work at Sofi Wealth LLC in Jacksonville, out of 99 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 22 are also registered broker representatives.
Sofi Wealth LLC advisors in Jacksonville, A to Z
Every Sofi Wealth LLC advisor →- Ali AldifahiAlso a broker rep
- Michael AlexandreAlso a broker rep
- John BernadinAlso a broker rep
- Katherine BilodeauAlso a broker rep
- Erin E. DanielAlso a broker rep
- Royce GuerreroAlso a broker rep
- Benedikt HaidAlso a broker rep
- Amanda Holder- WilliamsAlso a broker rep
- Alexander JosephAlso a broker rep
- Steven D. Klatt-DonohoeAlso a broker rep
- Thomas KurkewiczAlso a broker rep
- Michael MaherAlso a broker rep
- Johnny F. MazzeoAlso a broker rep
- Christopher L. McGooginAlso a broker rep
- Brandon P. MillikenAlso a broker rep
- Mario MollanjiAlso a broker rep
- Eugene Morris JrAlso a broker rep
- Mensur OmerovicAlso a broker rep
- William W. PattersonAlso a broker rep
- Ryan RichardsonAlso a broker rep
- Ray ValerioAlso a broker rep
- Michael ZellerAlso a broker rep
Sofi Wealth LLC advisors in every city and state →Sofi Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sofi Wealth LLC advisors in other cities
San Francisco, CA 48Cottonwood Heights, UT 17New York, NY 4Salt Lake City, UT 3Aston, PA 1Claymont, DE 1Gilbert, AZ 1Greenville, DE 1Mount Pleasant, SC 1
Other firms in Jacksonville
All Jacksonville advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 719Strategic Advisers LLC 628Citigroup Global Markets Inc. 68Florida Financial Advisors, LLC 64J.P. Morgan Securities LLC 57LPL Financial LLC 54Wells Fargo Clearing Services, LLC 53Morgan Stanley 42Raymond James & Associates, Inc. 42Ameriprise Financial Services, LLC 32Equitable Advisors, LLC 27Charles Schwab & Co., Inc. 25
Questions
How many financial advisors does Sofi Wealth LLC have in Jacksonville?
22 investment adviser representatives are registered at Sofi Wealth LLC offices in Jacksonville, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 99 nationwide. 0 list the CFP designation and 22 are also registered as broker representatives.
Is Sofi Wealth LLC one of the largest advisor employers in Jacksonville?
Sofi Wealth LLC ranks number 17 in Jacksonville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 719.
How do I check a Sofi Wealth LLC advisor in Jacksonville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sofi Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.