Best Investors Account Sign in

Jeremy Eric Johansen

Sofi Wealth LLC

Salt Lake City, UT

San Francisco, CA

Claim This Profile
Current Employers
Sofi Wealth Llc

234 1St Street, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2020-10-14
  • UT RA
    APPROVED
    Since 2020-10-14

Branch Locations

2750 East Cottonwood Pkwy Suite 300, Salt Lake City, UT 84121 • United States

234 1St Street, San Francisco, CA 94105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Financial, Inc. South Ogden UT 08/2016 08/2019
Sofi Securities Llc San Francisco CA 09/2020 Present
American Senior Benefits West Jordan UT 08/2019 10/2019
Aaa Insurance Clearfield UT 01/2020 08/2020
Sofi Wealth Llc San Francisco CA 09/2020 Present
  • 08/2016 → 08/2019
    Kestra Financial, Inc.
    South Ogden, UT
  • 09/2020 → Present
    Sofi Securities Llc
    San Francisco, CA
  • 08/2019 → 10/2019
    American Senior Benefits
    West Jordan, UT
  • 01/2020 → 08/2020
    Aaa Insurance
    Clearfield, UT
  • 09/2020 → Present
    Sofi Wealth Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-25
S63 Uniform Securities Agent State Law Examination 2004-11-04
  • S66 Uniform Combined State Law Examination
    2013-01-25
  • S63 Uniform Securities Agent State Law Examination
    2004-11-04

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor