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Jackson Levi Leitzinger

Sofi Wealth LLC

Cottonwood Heights, UT

San Francisco, CA

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Current Employers
Sofi Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-04-14
  • UT RA
    APPROVED
    Since 2021-04-14

Branch Locations

2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121 • United States

234 1St Street, San Francisco, CA 94105 • 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
OrganizationCityStateFromTo
Cetera Advisors Denver CO 03/2019 08/2019
Utah State University Logan UT 08/2014 12/2018
Cascadia Wealth Management Portland OR 03/2019 04/2019
Peak Financial Solutions Network Millcreek UT 07/2019 04/2020
Cetera Advisors Networks Llc El Segundo CA 08/2019 04/2020
Granite Credit Union Midvale UT 08/2019 04/2020
Hidden Valley Country Club Sandu UT 10/2019 Present
Morgan Stanley South Jordan UT 04/2020 03/2021
Shari's Cafe & Pies Sherwood OR 12/2018 07/2019
Sofi Securities Llc San Fransisco CA 03/2021 Present
Sofi Wealth Llc San Fransisco CA 03/2021 Present
  • 03/2019 → 08/2019
    Cetera Advisors
    Denver, CO
  • 08/2014 → 12/2018
    Utah State University
    Logan, UT
  • 03/2019 → 04/2019
    Cascadia Wealth Management
    Portland, OR
  • 07/2019 → 04/2020
    Peak Financial Solutions Network
    Millcreek, UT
  • 08/2019 → 04/2020
    Cetera Advisors Networks Llc
    El Segundo, CA
  • 08/2019 → 04/2020
    Granite Credit Union
    Midvale, UT
  • 10/2019 → Present
    Hidden Valley Country Club
    Sandu, UT
  • 04/2020 → 03/2021
    Morgan Stanley
    South Jordan, UT
  • 12/2018 → 07/2019
    Shari's Cafe & Pies
    Sherwood, OR
  • 03/2021 → Present
    Sofi Securities Llc
    San Fransisco, CA
  • 03/2021 → Present
    Sofi Wealth Llc
    San Fransisco, CA
Previous Registrations
  • 2020-05-08 → 2021-04-06
    Morgan Stanley
    South Jordan, UT
  • 2019-09-12 → 2020-04-22
    Cetera Wealth Services, Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-04
  • S66 Uniform Combined State Law Examination
    2019-09-04
Other Names
  • Jack Levi Leitzinger

View on SEC IAPD

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OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

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STAN JOSEPH GOODELL
Jeremy David Miller
MATTHEW RENE BRUNNER
Jeffrey T Barrick
SCOTT RAYMOND BURNETT
Alicia J Zhang
JESSE VANCE

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS , UT
LIDO · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS, UT
LPL FINANCIAL LLC · MIDVALE, UT
LPL FINANCIAL LLC · COTTONWOOD HEIGHTS, UT
PRIME CAPITAL FINANCIAL · Cottonwood Heights, UT
SEQUOIA FINANCIAL GROUP, L.L.C. · Cottonwood Heights, UT

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