William JarveCRD Number: 6038521
Current Firm: Sofi Wealth LLC
William Jarve (CRD# 6038521) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Sofi Advisors LLC||San Francisco, CA||Nov 2013 - Current||3|
|Social Finance||San Francisco, CA||Mar 2011 - Current||5|
|Not Working Full Time||Atherton, CA||Apr 2002 - Mar 2012||9|
|Cabezon Capital Markets||San Francisco, CA||Jun 2010 - Sep 2010||< 1|
|Storm Ventures||Palo Alto, CA||Jun 2009 - Sep 2009||< 1|
|Zimbio.com||San Carlos, CA||Jun 2008 - Sep 2008||< 1|
|Powerreviews.com||San Francisco, CA||Jun 2007 - Sep 2007||< 1|
|Peninsula Bridge Peer Tutoring||Hillsborough, CA||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
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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