Sogol Javan Oskouei

Employer firm

Empirical Wealth Management CRD 152622

$8.43B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → 11/2025
  First Foundation Advisors
  Irvine, CA
• 05/2024 → 05/2024
  Financial Zen
  San Francisco, CA
• 06/2022 → 03/2024
  Pwm Planning
  St Louis, MO
• 11/2021 → 05/2022
  Lifetime Inc.
  Frontenac, MO
• 01/2020 → 11/2021
  Unemployed
  Tehran
• 06/2019 → 12/2019
  Raykalton Tasmeh Co.
  Tehran
• 01/2015 → 04/2019
  Unemployed
  Tehran
• 12/2025 → Present
  Empirical Wealth Management
  Irvine, CA

Previous Registrations

• 2025-02-04 → 2025-12-02
  First Foundation Advisors
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-04

Other Names

• Sogal Javan Oskouei
• Sogol Javan Oskouei