Jordan Soclof (CRD# 7255015) is an Investment Advisor Representative working at Farther in San Francisco, CA and has over 3 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors | New York, NY | Jan 2022 - Current | 2 |
| Bank Of America, N.a. | Brooklyn, NY | Aug 2020 - Jan 2022 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn, NY | Jun 2020 - Jan 2022 | 1 |
| Yeshiva University | New York City, NY | Aug 2017 - May 2020 | 2 |
| Bank Of America | Brooklyn, NY | Jun 2019 - Aug 2019 | < 1 |
| Camp Hasc | Liberty, NY | Jul 2018 - Sep 2018 | < 1 |
| Camp Hasc | Liberty, NY | Jul 2017 - Sep 2017 | < 1 |
| Reishit Jerusalem | Bet Shemesh, | Oct 2016 - Jun 2017 | < 1 |
| The Pga Tour | Bethpage, NY | Aug 2016 - Sep 2016 | < 1 |
| Kitchn Sync | Teaneck, NJ | Sep 2015 - Jul 2016 | < 1 |
| The Frisch School | Paramus, NJ | Aug 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2020 |
- NY
-
Total Assets Under Management2,182MILLIONS
-
Total Number of Accounts5,112ACCOUNTS
-
Average Account Value$426,804
- 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
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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