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Jonathan Garcia

Sofi Wealth LLC

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About Jonathan Garcia

Jonathan Garcia is a financial advisor at SoFi Wealth LLC. Jonathan holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam certification. Jonathan has over 2 years of experience in the financial services industry. Prior to joining SoFi Wealth, Jonathan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citi Personal Wealth Management. Jonathan specializes in providing financial planning and portfolio management services to individuals.

Firm Information

Jonathan Garcia 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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Jonathan Garcia’s Registration & Firm History

FL

07/15/2022 - Present

Sofi Wealth LLC (Jacksonville FL)

FL

03/11/2022 - 04/20/2022

CITIGROUP GLOBAL MARKETS INC. (Jacksonville FL)

FL

09/17/2020 - 12/13/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 10/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Garcia.
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