Blake WattsCRD Number: 6054300
Current Firm: Sofi Wealth LLC
Blake Watts (CRD# 6054300) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Social Finance, Inc.||Healdsburg, CA||Feb 2016 - Current||1|
|J.p. Morgan Securities LLC||Healdsburg, CA||Nov 2014 - Feb 2016||1|
|Jpmorgan Chase Bank||Novato, CA||Feb 2011 - Nov 2014||3|
|J.p. Morgan Securities LLC||Novato, CA||Oct 2012 - Dec 2013||1|
|Chase Investment Services Corp||Novato, CA||Mar 2012 - Oct 2012||< 1|
|Provino||Santa Rosa, CA||Dec 2010 - Feb 2011||< 1|
|Comcast||Santa Rosa, CA||Mar 2010 - Dec 2010||< 1|
|Zenergy Works||Santa Rosa, CA||Sep 2009 - Mar 2010||< 1|
|Taco Bell||Novato, CA||Jul 2009 - Aug 2009||< 1|
|Hansel Honda||Petaluma, CA||Jun 2009 - Jul 2009||< 1|
|Institute Of Reading Development||Santa Rosa, CA||Apr 2009 - May 2009||< 1|
|Benjamin Franklin Plumbing||San Rafael, CA||Jan 2009 - Apr 2009||< 1|
|Cellular World||Rohnert Park, CA||Nov 2008 - Jan 2009||< 1|
|At&t Mobility||Ukiah, CA||Sep 2007 - Oct 2008||1|
|River Rock Casino||Geyserville, CA||May 2008 - Jul 2008||< 1|
|Unemployed||Santa Rosa, CA||Jul 2007 - Sep 2007||< 1|
|Santa Rosa Junior College||Santa Rosa, CA||Jan 2007 - Jul 2007||< 1|
|At&t Mobility||Santa Rosa, CA||Oct 2004 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management3MILLIONS
Total Number of Accounts1,525ACCOUNTS
Average Account Value$1,967
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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