Jorge
De Oliveira Neto
Sofi Wealth LLC
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About this Advisor
Jorge De Oliveira Neto is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Jorge has previously held positions at Fidelity Brokerage Services LLC, E*Trade Securities LLC, Dow Wealth Management, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Brigham Young University - Idaho, Navex Global, Goldman Sachs Co, Wells Fargo Clearing Services, Wells Fargo Bank, Sofi Securities LLC, and Sofi Wealth LLC. Jorge has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maine and Texas. Currently, Jorge 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 and offers services including 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
Jorge De Oliveira Neto Work History
Sofi Securities LLC
Sofi Wealth LLC
Wells Fargo Clearing Services
Wells Fargo Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Brigham Young University - Idaho
Goldman Sachs Co
E*Trade Securities LLC
Brigham Young University - Idaho
Navex Global
Dow Wealth Management, LLC
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Jorge De Oliveira Neto 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
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Claymont, DE
San Francisco, CA
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