Jacob Earle Betteridge
Investment adviser representative at Sound Income Strategies, LLC
16 yearsExperience
1 stateRegistered in
$4.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Sound Income Strategies, LLCMar 2022 to now
- Scranton Financial GroupMar 2022 to now
- Citizens Securities, Inc.Jul 2019 to Mar 2022
- Bank of America, N.A.Jul 2018 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Jul 2019
- Citizens BankOct 2017 to Apr 2018
- UnemployedMay 2017 to Oct 2017
- Paul StuartNov 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CT).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4263598
- Firm CRD
- 173272