William Jarve, financial advisor San Francisco CA
93 score

William Jarve

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Sofi Advisors LLC San Francisco, CA Nov 2013 - Current 4
Social Finance San Francisco, CA Mar 2011 - Current 7
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for William R. Jarve
Phone Number: 855-525-7634
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    9,844
    ACCOUNTS
  • Average Account Value
    $4,415
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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