Jeremy Johansen (CRD# 4826011) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 19 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 |
---|---|---|---|
Sofi Securities LLC | San Francisco, CA | Sep 2020 - Current | 3 |
Sofi Wealth LLC | San Francisco, CA | Sep 2020 - Current | 3 |
Aaa Insurance | Clearfield, UT | Jan 2020 - Aug 2020 | < 1 |
American Senior Benefits | West Jordan, UT | Aug 2019 - Oct 2019 | < 1 |
Kestra Financial, Inc. | South Ogden, UT | Aug 2016 - Aug 2019 | 3 |
Jpmorgan Securities LLC | Salt Lake City, UT | Aug 2014 - Aug 2016 | 2 |
Strategic Advisers, Inc. | Salt Lake City, UT | Feb 2013 - Aug 2014 | 1 |
Fidelity Brokerage Services LLC | Salt Lake City, UT | Jun 2004 - Aug 2014 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2004 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management944MILLIONS
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Total Number of Accounts165,546ACCOUNTS
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Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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