Jeremy Eric Johansen

Employer firm

Sofi Wealth LLC CRD 167958

$2.05B regulatory AUM 7,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2016-09-26 → 2019-09-11
  Kestra Advisory Services, Llc
  South Ogden, UT
  Austin, TX
• 2014-09-02 → 2016-08-15
  J.P. Morgan Securities Llc
  Cottonwood Heights, UT
• 2013-02-15 → 2014-08-18
  Strategic Advisers Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2013-01-25
• S63 Uniform Securities Agent State Law Examination
  2004-11-04