Jennifer Sokolowski (CRD# 6882692) is an Investment Advisor Representative working at Metis Wealth Management & Planning LLC in Bluffton, SC and has over 6 years of experience in the finance industry. Jennifer Sokolowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2410852
Bull Street Advisors
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
CRD# 5979110
Sound View Wealth Advisors Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Metis Wealth Management And Planning LLC | Hilton Head Island, SC | Aug 2019 - Current | 4 |
| Westview Investment Advisors LLC | Hilton Head Island, SC | Nov 2017 - Dec 2019 | 2 |
| Target | Midlothian, TX | Jun 2012 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- MA
- NY
- SC
- TX
- VT
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts205ACCOUNTS
-
Average Account Value$440,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MA, NY, SC, TX, VT
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