Jastinder
Sohi
Chevy Chase Trust Company
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About this Advisor
Jastinder Sohi is a chartered financial analyst who works in Bethesda, Maryland with 7 years of relevant experience. Sohi currently works for Chevy Chase Trust Company. Over the course of their career, Sohi has held roles at M&T Bank, M&T Securities and Chevy Chase Trust Company. Sohi holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in District Of Columbia, Maryland, North Carolina, Rhode Island and Virginia. Chevy Chase Trust Company is an advisory firm that has its headquarters in Bethesda, MD. It has a total of 103 advisors. It controls $32 billion in assets under management between its 4,695 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 45 charities and foundations. Of its 4,695 client accounts, 94% belong to high-net-worth investors who have at least $1 million in assets. Chevy Chase Trust Company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees depend on which services are offered. Fees charged by Chevy Chase Trust Company likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chevy Chase Trust Company Brokerage Details
$32,026,434,099
103
4,695
$6,821,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jastinder Sohi Work History
Jastinder has been registered as a financial advisor for 7 years.*
Chevy Chase Trust Company
M&T Securities
M&T Bank
*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 Jastinder Sohi 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 Chevy Chase Trust Company
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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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