Jennifer Booms (CRD# 7734356) is an Investment Advisor Representative working at Sofi Wealth LLC in Cottonwood Heights, UT and has 1 year 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 Wealth, LLC | Cottonwood Heights, UT | Sep 2023 - Current | < 1 |
| Sofi Technologies | Cottonwood Heights, UT | Feb 2019 - Current | 5 |
| Payless Shoes, Inc. | West Jordan, UT | Jun 2016 - Jan 2019 | 2 |
| Carinos | West Jordan, UT | Nov 2002 - Apr 2017 | 14 |
| Entheos Academy | West Jordan, UT | Aug 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- 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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