Jackson
Leitzinger
Sofi Wealth LLC
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About this Advisor
Jackson Leitzinger is a financial advisor based out of Salt Lake City, Utah with 2 years of industry experience. Leitzinger is currently employed by Sofi Wealth LLC. Over the course of their career, they have held roles at Cetera Advisors, Utah State University, Meridian Medical Arts Charter High School, Cascadia Wealth Management, Peak Financial Solutions Network, Cetera Advisors Networks LLC, On The Border Mexican Grill & Cantina, Granite Credit Union, Hidden Valley Country Club, Morgan Stanley, Shari'S Cafe & Pies, Sofi Securities LLC and Sofi Wealth LLC. Leitzinger has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Sofi Wealth LLC is an advisory company that has its headquarters in San Francisco, CA. It has offices in four locations and a total of 70 financial advisors. It manages $671 million in assets under management between its 155,840 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fee schedules typically are based on which services the firm provides the client. 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
Jackson Leitzinger Work History
Jackson has been registered as a financial advisor for 2 years.*
Sofi Securities LLC
Sofi Wealth LLC
Hidden Valley Country Club
Morgan Stanley
Cetera Advisors
Cascadia Wealth Management
Peak Financial Solutions Network
Cetera Advisors Networks LLC
Granite Credit Union
Shari'S Cafe & Pies
Utah State University
On The Border Mexican Grill & Cantina
Meridian Medical Arts Charter High School
*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 Jackson Leitzinger 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
Jacksonville, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
Jacksonville, FL
San Francisco, CA
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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