Jacqueline
Floyd
Sofi Wealth LLC
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About this Advisor
Jacqueline Floyd is a financial advisor working in Jacksonville, Florida who has 2 years of industry experience. Floyd is an employee of Sofi Wealth LLC. Over the course of their career, Floyd has held roles at E*Trade Securities LLC, Kforce, American Water Enterprises, Morgan Stanley, Transamerica Capital Inc, Tata Consultancy Services, University Southern Alabama, Sofi Securities LLC and Sofi Wealth LLC. Floyd has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Florida. Sofi Wealth LLC is a financial advisory company that has its headquarters 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 accounts, placing it among the bigger firms in the country by assets under management. Sofi Wealth LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial management typically are based on the services provided. However, fees charged 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
Jacqueline Floyd Work History
Jacqueline has been registered as a financial advisor for 2 years.*
Sofi Securities LLC
Sofi Wealth LLC
University Southern Alabama
Transamerica Capital Inc
Tata Consultancy Services
Morgan Stanley
E*Trade Securities LLC
Kforce
American Water Enterprises
*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 Jacqueline Floyd 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
Jacksonville, FL
Jacksonville, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
Jacksonville, FL
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