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Jorge Batista Deoliveira neto

Sofi Wealth LLC

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About Jorge Batista Deoliveira neto

Jorge Batista Deoliveira neto is a registered representative with Sofi Wealth LLC. Jorge has been in the industry since 2014 and has a Series 7, Series 63, and Series 65 license. Jorge is registered in 51 states and 2 jurisdictions. Jorge has a strong track record of providing financial advice to individuals and has experience working with various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE Securities LLC, and Fidelity Brokerage Services LLC.

Firm Information

Jorge Deoliveira neto 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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Jorge Deoliveira neto’s Registration & Firm History

CA

05/29/2020 - Present

Sofi Wealth LLC (SAN FRANCISCO CA)

UT

04/06/2020 - 04/16/2020

WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)

UT

04/12/2019 - 03/24/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)

UT

02/18/2017 - 04/24/2017

E*TRADE SECURITIES LLC (SANDY UT)

UT

09/23/2014 - 06/16/2015

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 06/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge Batista Deoliveira neto.
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