Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-29 |
| UT | RA | APPROVED | 2026-07-28 |
Branch Locations
2901 West Blue Grass Blvd Suite 320, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aptive Environmental | Midvale | UT | 11/2019 | 04/2021 |
| Northwestern Mutual Investment Services Llc | Provo | UT | 05/2021 | 12/2022 |
| Teksystems | Tempe | AZ | 09/2023 | 04/2024 |
| Paycom | Salt Lake City | UT | 01/2023 | 03/2023 |
| Unemployed | Provo | UT | 03/2023 | 06/2023 |
| Northwestern Mutual Life Insurance Company | Phoenix | AZ | 06/2023 | 09/2023 |
| Gowireless | Saratoga Springs | UT | 11/2020 | 04/2021 |
| Unemployed | Portland | OR | 10/2017 | 10/2019 |
| Student | Kaysville | UT | 08/2013 | 09/2017 |
| Northwestern Mutual Investment Services Llc | Provo | UT | 05/2024 | 07/2026 |
| Mml Investors Services, Llc | Lehi | UT | 07/2026 | Present |
| Massmutual Life Insurance Company | Lehi | UT | 07/2026 | Present |
NAME: JACOB SONNE INV REL: Y ADD: 2901 WEST BLUE GRASS BLVD., SUITE 320, LEHI, UT 84048 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 07/17/2026 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES & HEALTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-16 |
Reach out to this advisor