Jeffrey Socha (CRD# 5771483) is an Investment Advisor Representative working at Entrewealth in Austin, TX and has over 13 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Entrewealth, LLC | Austin, TX | Oct 2021 - Current | 2 |
| Socha Consulting | Owner, TX | Jan 2019 - Current | 5 |
| Central Wealth Management LLC | Madison, WI | Apr 2021 - Feb 2022 | < 1 |
| Ark Financial Consultants | Austin, TX | Jan 2018 - Apr 2021 | 3 |
| Ark Financial Advisors, LLC | Austin, TX | May 2017 - Apr 2021 | 3 |
| Ark Financial Group, LLC | Austin, TX | Dec 2013 - Apr 2021 | 7 |
| Oakwell Private Wealth Management | Austin, TX | Oct 2015 - Feb 2018 | 2 |
| Eagle Strategies LLC | Austin, TX | May 2013 - Dec 2015 | 2 |
| Nylife Securities LLC | Austin, TX | May 2010 - Dec 2015 | 5 |
| New York Life Insurance Co | Austin, TX | Mar 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management175MILLIONS
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Total Number of Accounts492ACCOUNTS
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Average Account Value$354,985
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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