Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jackson? Claim Your ProfileJackson Levi Leitzinger is a financial advisor with Sofi Wealth LLC. Jackson has been in the financial industry since 2019 and has experience working with individuals and families. Jackson is a Registered Representative and Investment Advisor Representative in Utah.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
UT
04/14/2021 - Present
Sofi Wealth LLC (Cottonwood Heights UT)
UT
05/08/2020 - 04/06/2021
MORGAN STANLEY (SOUTH JORDAN UT)
UT
08/21/2019 - 04/22/2020
CETERA ADVISOR NETWORKS LLC (SALT LAKE CITY UT)
OR
06/03/2019 - 08/28/2019
CETERA ADVISORS LLC (PORTLAND OR)
BOTH
Issued 09/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jackson Leitzinger is the right advisor for you? Invested Better is here to help.
