John
Lewis
Sofi Wealth LLC
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About this Advisor
John Lewis is a financial advisor working out of San Francisco, California who has 1 year of industry experience. Lewis is an advisor for Sofi Wealth LLC. Over the course of their career, Lewis has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Smoothie King, San Jose Country Club, Cracker Barrel Old Country Store, Carabbas Italian Grill, Phh Mortgage, Mako Valet, Bishop Kenny High School, Florida State College At Jacksonville, Florida State University, Darden Restaurants, Bank Of America, N.A, Sofi Securities, LLC and Sofi Wealth, LLC. Lewis has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Sofi Wealth LLC is a company based in San Francisco, CA. The investment advisory business has offices in four locations and a total of 70 people on staff. It manages $671 million in assets under management between its 155,840 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fees vary depending on which services the firm provides the client. However, fee types billed by Sofi Wealth LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$671,300,846
70
155,840
$4,308
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Lewis Work History
John has been registered as a financial advisor for 1 years.*
Sofi Securities, LLC
Sofi Wealth, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Darden Restaurants
Mako Valet
Cracker Barrel Old Country Store
Phh Mortgage
Florida State University
Carabbas Italian Grill
Carabbas Italian Grill
Cracker Barrel Old Country Store
Smoothie King
San Jose Country Club
Florida State College At Jacksonville
Bishop Kenny High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Lewis 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
Jacksonville, FL
Jacksonville, FL
San Francisco, CA
Jacksonville, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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