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Jarrett Nielsen

Sofi Wealth LLC

Cottonwood Heights, UT

San Francisco, CA

CRD 7181859

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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:

Current Employers
Sofi Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-01-14
  • UT RA
    APPROVED
    Since 2022-01-14

Branch Locations

2750 E Cottonwood Pkwy, 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
E*Trade Securities Llc Sandy UT 09/2019 04/2020
Especially For Youth Provo UT 05/2016 08/2017
Lehi City Lehi UT 08/2016 01/2018
Dominion Insurance Alpine UT 01/2018 05/2019
Unkubed Vineyard UT 05/2019 09/2019
E*Trade Securities Llc Sandy UT 04/2020 06/2020
Zions Direct Salt Lake City UT 06/2020 01/2022
Sofi Securities, Llc Cottonwood Heights UT 01/2022 Present
Sofi Wealth, Llc Cottonwood Heights UT 01/2022 Present
  • 09/2019 → 04/2020
    E*Trade Securities Llc
    Sandy, UT
  • 05/2016 → 08/2017
    Especially For Youth
    Provo, UT
  • 08/2016 → 01/2018
    Lehi City
    Lehi, UT
  • 01/2018 → 05/2019
    Dominion Insurance
    Alpine, UT
  • 05/2019 → 09/2019
    Unkubed
    Vineyard, UT
  • 04/2020 → 06/2020
    E*Trade Securities Llc
    Sandy, UT
  • 06/2020 → 01/2022
    Zions Direct
    Salt Lake City, UT
  • 01/2022 → Present
    Sofi Securities, Llc
    Cottonwood Heights, UT
  • 01/2022 → Present
    Sofi Wealth, Llc
    Cottonwood Heights, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-19
S63 Uniform Securities Agent State Law Examination 2019-12-11
  • S66 Uniform Combined State Law Examination
    2021-08-19
  • S63 Uniform Securities Agent State Law Examination
    2019-12-11
Other Names
  • Jarrett Scott Nielsen

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LIDO

Nearby Investors

Peter Kelson
STAN JOSEPH GOODELL
Jeremy David Miller

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · Cottonwood Heights, UT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COTTONWOOD HEIGHTS , UT
LIDO · Cottonwood Heights, UT

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