Jonathan
Garcia
Sofi Wealth LLC
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About this Advisor
Jonathan Garcia is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Jonathan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Embassy Suites, Hertz Corporation, Planet Beer Wine And Liquor, 7-Eleven, Citi Personal Wealth Management, Sofi Securities, LLC, and Sofi Wealth, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Jonathan 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
Jonathan Garcia Work History
Sofi Securities, LLC
Sofi Wealth, LLC
Citi Personal Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Embassy Suites
Hertz Corporation
7-Eleven
7-Eleven
Planet Beer Wine And Liquor
Disclosures
Please visit the SEC profile of Jonathan Garcia 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
San Francisco, CA
Jacksonville, FL
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
San Francisco, CA
Jacksonville, FL
Salt Lake City, UT
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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