Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura marie? Claim Your ProfileLaura Marie Jahns is a financial advisor registered with SoFi Wealth LLC. Laura Marie Jahns has been in the financial services industry since March 6, 2016. She holds Series 63, 66, and 7 licenses, as well as the Securities Industry Essentials Examination. Laura Marie Jahns is currently registered with the state of Utah as a broker-dealer and investment advisor. She also previously worked for Wells Fargo Clearing Services, LLC, E*TRADE Securities LLC, Fidelity Brokerage Services LLC, and J.P. Morgan Securities LLC. Laura Marie Jahns has experience providing financial planning, portfolio management for individuals, and educational seminars.
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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CA
08/22/2024 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
UT
12/21/2022 - 08/14/2024
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
05/31/2022 - 12/01/2022
E*TRADE SECURITIES LLC (SANDY UT)
MO
07/14/2021 - 05/03/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
UT
03/01/2019 - 01/21/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
07/17/2018 - 01/23/2019
J.P. MORGAN SECURITIES LLC (MURRAY UT)
UT
06/15/2015 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 07/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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