Jarrett Nielsen (CRD# 7181859) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has over 4 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sofi Securities, LLC | Cottonwood Heights, UT | Jan 2022 - Current | 2 |
| Sofi Wealth, LLC | Cottonwood Heights, UT | Jan 2022 - Current | 2 |
| Zions Direct | Salt Lake City, UT | Jun 2020 - Jan 2022 | 1 |
| E*trade Securities LLC | Sandy, UT | Apr 2020 - Jun 2020 | < 1 |
| E*trade Securities LLC | Sandy, UT | Sep 2019 - Apr 2020 | < 1 |
| Unkubed | Vineyard, UT | May 2019 - Sep 2019 | < 1 |
| Dominion Insurance | Alpine, UT | Jan 2018 - May 2019 | 1 |
| Lehi City | Lehi, UT | Aug 2016 - Jan 2018 | 1 |
| Especially For Youth | Provo, UT | May 2016 - Aug 2017 | 1 |
| Hyatt Place | Lehi, UT | Jan 2016 - May 2016 | < 1 |
| Vivint | Lindon, UT | Aug 2015 - Dec 2015 | < 1 |
| The Church Of Jesus Christ Of Latter Day Saints | Sapporo, | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- UT
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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