Jeffrey Dean Bliss
Investment adviser representative at Sound Income Strategies, LLC
29 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
29 years in the industry.
- Sound Income Strategies, LLCNov 2016 to now
- Wealthwise Technologies Advisory Group LLCOct 2008 to now
- Bliss Wealth Mangement Inc. (formerley Wealthwise Technologies)Mar 1997 to now
- Summit Wealth Partners, LLCDec 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4698293
- Firm CRD
- 173272