Jorge Batista De oliveira neto
Investment adviser representative at Sofi Wealth LLC
4 yearsExperience
2 statesRegistered in
$2BFirm assets
13 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
4 years in the industry.
- Sofi Wealth LLCApr 2020 to now
- Sofi Securities LLCApr 2020 to now
- Wells Fargo BankApr 2020 to Apr 2020
- Wells Fargo Clearing ServicesApr 2020 to Apr 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Mar 2020
- Goldman Sachs Co.Jul 2018 to Apr 2019
- Brigham Young University - IdahoApr 2018 to Jul 2018
- Navex GlobalNov 2017 to Apr 2018
- Brigham Young University - IdahoSep 2017 to Nov 2017
- UnemployedApr 2017 to Sep 2017
- E*trade Securities LLCJan 2017 to Apr 2017
- UnemployedDec 2016 to Jan 2017
- Dow Wealth Management, LLCMay 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Sofi Wealth LLC
$2BAssets managed
254,020Clients
110Advisers
13 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
- 6383938
- Firm CRD
- 167958