Jared
Butler
Sofi Wealth LLC
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About this Advisor
Jared Butler is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Jared has previously held positions at Zrii, LLC, Alpine Fitness & Physical Therapy, Texas Roadhouse, Sofi, and 1-800-Contacts. Jared has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Jared is part of Sofi Wealth LLC, which operates out of San Francisco, California. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jared Butler Work History
Sofi
Alpine Fitness & Physical Therapy
Texas Roadhouse
1-800-Contacts
Zrii, LLC
Disclosures
Please visit the SEC profile of Jared Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sofi Wealth LLC
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Jacksonville, FL
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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