Inactive

Sofia Paola Iglesias Gonzalez

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Current Employers

Investor Fan

Boise, ID • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-16

CA RA
APPROVED

Since 2026-01-16

Branch Locations

Boise, ID • United States

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Visible Wealth Planning	San Diego	CA	03/2025	Present
J.P. Morgan	New York	NY	09/2014	03/2019
Ubs Financial Services, Inc.	New York	NY	03/2019	03/2025
Investor Fan	San Diego	CA	01/2026	Present

03/2025 → Present

Visible Wealth Planning

San Diego, CA
09/2014 → 03/2019

J.P. Morgan

New York, NY
03/2019 → 03/2025

Ubs Financial Services, Inc.

New York, NY
01/2026 → Present

Investor Fan

San Diego, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-03-26

S63 Uniform Securities Agent State Law Examination

2012-03-26

Designations

Other Names

Sofia P Iglesias
Sofia Paola Iglesias

View on SEC IAPD

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