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Jeremy Eric Johansen

Sofi Wealth LLC

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About Jeremy Eric Johansen

Jeremy Johansen is a financial advisor at Sofi Wealth LLC. Jeremy has been in the financial services industry since 2004 and has a strong track record of helping clients achieve their financial goals. Jeremy is a registered representative and investment advisor representative in 47 states. Jeremy has a strong understanding of the financial markets and is committed to providing clients with personalized advice.

Firm Information

Jeremy Johansen 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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Jeremy Johansen’s Registration & Firm History

UT

10/14/2020 - Present

Sofi Wealth LLC (Salt Lake City UT)

UT

09/26/2016 - 09/11/2019

KESTRA INVESTMENT SERVICES, LLC (SOUTH OGDEN UT)

UT

08/29/2014 - 08/15/2016

J.P. MORGAN SECURITIES LLC (SALT LAKE CITY UT)

UT

08/30/2004 - 08/15/2014

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 01/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeremy Eric Johansen. Review regulatory record here.
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