Jeffrey Edward Socha
Investment adviser representative at Entrewealth
9 yearsExperience
1 stateRegistered in
$326.3MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- Entrewealth, LLCOct 2021 to now
- Socha ConsultingJan 2019 to now
- Central Wealth Management LLCApr 2021 to Feb 2022
- Ark Financial ConsultantsJan 2018 to Apr 2021
- Ark Financial Advisors, LLCMay 2017 to Apr 2021
- Oakwell Private Wealth ManagementOct 2015 to Feb 2018
- Ark Financial Group, LLCDec 2013 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Entrewealth
Legal name: Entrewealth, LLC
$326.3MAssets managed
174Clients
18Advisers
2 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
- 5771483
- Firm CRD
- 317553