Jarrett
Nielsen
Sofi Wealth LLC
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About this Advisor
Jarrett Nielsen is a financial advisor based in Salt Lake City, Utah, working with Sofi Wealth LLC. Jarrett has previously held positions at E*Trade Securities LLC, Vivint, Hyatt Place, Especially For Youth, Lehi City, Dominion Insurance, Unkubed, The Church Of Jesus Christ Of Latter Day Saints, Zions Direct, Sofi Securities, LLC, and Sofi Wealth, LLC. Jarrett has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Jarrett is part of Sofi Wealth LLC, which operates out of Salt Lake City, Utah. 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
Jarrett Nielsen Work History
Sofi Securities, LLC
Sofi Wealth, LLC
E*Trade Securities LLC
Zions Direct
E*Trade Securities LLC
Unkubed
Dominion Insurance
Hyatt Place
Especially For Youth
Lehi City
Vivint
The Church Of Jesus Christ Of Latter Day Saints
Disclosures
Please visit the SEC profile of Jarrett Nielsen 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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