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Jennifer S Sokolowski

Metis Wealth Management & Planning LLC

Bluffton, SC

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Current Employers
Metis Wealth Management & Planning Llc

5 Red Cedar St Suite 201, Bluffton, SC 29910 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-15
NY RA APPROVED 2021-11-22
SC RA APPROVED 2019-11-14
  • TX RA
    APPROVED_RES
    Since 2023-03-15
  • NY RA
    APPROVED
    Since 2021-11-22
  • SC RA
    APPROVED
    Since 2019-11-14

Branch Locations

5 Red Cedar St Suite 201, Bluffton, SC 29910 • 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
Westview Investment Advisors Llc Hilton Head Island SC 11/2017 12/2019
Target Midlothian TX 06/2012 10/2017
Metis Wealth Management And Planning Llc Hilton Head Island SC 08/2019 Present
  • 11/2017 → 12/2019
    Westview Investment Advisors Llc
    Hilton Head Island, SC
  • 06/2012 → 10/2017
    Target
    Midlothian, TX
  • 08/2019 → Present
    Metis Wealth Management And Planning Llc
    Hilton Head Island, SC
Previous Registrations
  • 2018-01-24 → 2020-03-12
    Westview Investment Advisors, Llc
    Hilton Head Island, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-24
  • S65 Uniform Investment Adviser Law Examination
    2018-01-24
Designations

View on SEC IAPD

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