Joseph
Cowper
Sofi Wealth LLC
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About this Advisor
Joseph Cowper is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Joseph has previously held positions 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. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Joseph 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
Joseph Cowper Work History
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
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
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
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