Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamar? Claim Your ProfileJamar Brown is a financial advisor at Sofi Wealth LLC. Jamar has been in the industry for over 2 years and is licensed in both California and Florida. Jamar has a Series 66, 7TO and SIE licenses and is registered as a Registered Representative and Investment Advisor Representative. Before joining Sofi Wealth, Jamar worked as a financial advisor at Merrill Lynch. Jamar specializes in providing financial planning, educational seminars, and portfolio management for individuals. Jamar is committed to helping his clients achieve their financial goals.
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.
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FL
03/20/2024 - Present
Sofi Wealth LLC (Jacksonville FL)
FL
03/06/2023 - 12/11/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 04/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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