Joseph
Cowper
Sofi Wealth LLC
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About this Advisor
Joseph Cowper is a financial advisor based out of San Francisco, California who has 2 years of industry experience. Cowper works at Sofi Wealth LLC. Over the course of their career, Cowper has held roles at E*Trade Securities LLC, Wiser Estates, Stater Bros. Markets, Tom'S Farms LLC, Rcc - Norco College, Morgan Stanley, Sofi Securities, LLC and Sofi Wealth, LLC. Cowper maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Utah. Sofi Wealth LLC is a firm that has its headquarters in San Francisco, CA. The firm has offices in four locations and a total of 70 advisors. It has $671 million in total assets between its 155,840 customer accounts, making it one of the larger firms in the country by assets under management. Sofi Wealth LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial advice usually vary depending on which services are provided. 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
Joseph Cowper Work History
Joseph has been registered as a financial advisor for 2 years.*
Sofi Securities, LLC
Sofi Wealth, LLC
Morgan Stanley
E*Trade Securities LLC
E*Trade Securities LLC
Wiser Estates
Rcc - Norco College
Stater Bros. Markets
Tom'S Farms LLC
*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 Joseph Cowper 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
San Francisco, CA
San Francisco, CA
Jacksonville, FL
San Francisco, CA
Jacksonville, FL
San Francisco, CA
Jacksonville, FL
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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