Jerome Lemont Abbott

$2.05B regulatory AUM 7,600 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-12-16

Branch Locations

5335 Gate Pkwy Fifth Floor, Jacksonville, FL 32256 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Sofi Securities Llc	Jacksonville	FL	11/2021	Present
Fanatics	Jacksonville	FL	07/2019	10/2021
Walmart	Apopka	FL	09/2018	07/2019
Orlando City Soccer Club - Lions	Orlando	FL	08/2018	12/2018
Florida State University - Facilities & Events	Tallahassee	FL	03/2017	07/2018
Reservation	Tallahassee	FL	06/2016	08/2017
Dominoes	Tallahassee	FL	02/2016	05/2017
Uber	Orlando	FL	08/2018	10/2018
Sofi Wealth Llc	Jacksonville	FL	06/2024	Present

11/2021 → Present

Sofi Securities Llc

Jacksonville, FL
07/2019 → 10/2021

Fanatics

Jacksonville, FL
09/2018 → 07/2019

Walmart

Apopka, FL
08/2018 → 12/2018

Orlando City Soccer Club - Lions

Orlando, FL
03/2017 → 07/2018

Florida State University - Facilities & Events

Tallahassee, FL
06/2016 → 08/2017

Reservation

Tallahassee, FL
02/2016 → 05/2017

Dominoes

Tallahassee, FL
08/2018 → 10/2018

Uber

Orlando, FL
06/2024 → Present

Sofi Wealth Llc

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-14

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