Jamar Brown
Investment adviser representative at Sofi Wealth LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Sofi Wealth, LLCMar 2024 to now
- Sofi Securities, LLCMar 2024 to now
- University of North FloridaJun 2018 to now
- Bank of America, N.A.Mar 2023 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Dec 2023
- UnemployedJun 2021 to Jul 2021
- Northwestern MutualMay 2021 to Jun 2021
- CheddarsNov 2020 to Mar 2021
- Creative CabinetryAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- UnemployedApr 2019 to Sep 2019
- UnemployedJun 2018 to Aug 2018
- Vakani OrthodonticsSep 2016 to May 2018
- Clark Advanced Learning CenterAug 2015 to Jun 2018
- Indian River State CollegeAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7364204
- Firm CRD
- 167958