Jeffrey Paul Farrell
Investment adviser representative at Sound Income Strategies, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Sound Income Strategies, LLCApr 2023 to now
- Mcadams Group LLCApr 2023 to now
- Rvw WealthOct 2022 to Mar 2023
- State Farm Investment Management CorpSep 2022 to Oct 2022
- State Farm Vp Managment CorpSep 2022 to Oct 2022
- Jeff Herman Insurance AgencyAug 2022 to Oct 2022
- Ftb Advisors, IncJun 2018 to Jul 2022
- Wunderlich Securities, Inc.Jul 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TN).
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
- 5998517
- Firm CRD
- 173272