Jami Liebl

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

• 11/2013 → 12/2020
  Tradeking
  Charlotte, NC
• 01/2021 → 08/2021
  Viewtrade Securities, Inc.
  Boca Raton, FL
• 01/2021 → 11/2022
  Gatsby Securities Llc
  White Plains, NY
• 10/2022 → 12/2022
  Etoro
  Hoboken, NJ
• 12/2022 → 06/2025
  Robinhood Financial, Llc.
  Charlotte, NC
• 06/2025 → 10/2025
  Acorns
  Irvine, CA
• 11/2025 → Present
  Sofi Securities Llc
  Charlotte, NC
• 11/2025 → Present
  Sofi Wealth Llc
  Charlotte, NC

Previous Registrations

• 2025-08-28 → 2025-10-21
  Acorns
  Charlotte, NC
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-15
• S63 Uniform Securities Agent State Law Examination
  2014-06-28

Other Names

• Jami Malcolm Liebl