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Jarrett Nielsen

Sofi Wealth LLC

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About Jarrett Nielsen

Jarrett Nielsen is a financial advisor with over two years of experience in the industry. Jarrett is a registered representative with SoFi Wealth LLC and has a Series 66 license. Jarrett has also worked at Zions Direct, Inc., and E*TRADE Securities LLC, in the past. Jarrett has a background in finance and is dedicated to providing clients with personalized financial planning and investment management services. Jarrett specializes in retirement planning, college savings, and investment strategies.

Firm Information

Jarrett Nielsen is currently registered with Sofi Wealth LLC. Sofi Wealth LLC is a San Francisco, California-based registered investment advisor with over $1.36 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals, including high-net-worth individuals. Sofi Wealth LLC also offers a wrap fee program and publishes periodicals. The firm has 70 investment advisor representatives and 4 licensed agents.
Sofi Wealth LLC

234 1ST STREET

SAN FRANCISCO, CA 94105

$1.37B

Assets Under Management

6,000

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jarrett Nielsen’s Registration & Firm History

UT

01/14/2022 - Present

Sofi Wealth LLC (Cottonwood Heights UT)

UT

06/11/2020 - 01/07/2022

ZIONS DIRECT, INC. (SALT LAKE CITY UT)

UT

11/26/2019 - 06/05/2020

E*TRADE SECURITIES LLC (SANDY UT)

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Licenses & Designations

BOTH

Issued 08/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2021

Series 24 - General Securities Principal Examination

BC

Issued 05/04/2022

Series 52TO - Municipal Securities Representative Examination

BC

Issued 11/26/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jarrett Nielsen.
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