Jeremy
Johansen
Sofi Wealth LLC
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About this Advisor
Jeremy Johansen is a financial advisor based in Salt Lake City, Utah, working with Sofi Wealth LLC. Jeremy has previously held positions at Kestra Financial, Inc, Sofi Securities LLC, American Senior Benefits, Aaa Insurance, Sofi Wealth LLC, Strategic Advisers, Inc, Fidelity Brokerage Services LLC, and Jpmorgan Securities LLC. Jeremy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Jeremy 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
Jeremy Johansen Work History
Sofi Securities LLC
Sofi Wealth LLC
Aaa Insurance
American Senior Benefits
Kestra Financial, Inc
Jpmorgan Securities LLC
Strategic Advisers, Inc
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Jeremy Johansen 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
Salt Lake City, UT
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Jacksonville, FL
San Francisco, CA
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