Jeffrey Bliss
Jeffrey Bliss is a registered investment advisor at Sound Income Strategies, LLC, based in Plantation, FL, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 24,757 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Income Strategies (SIS) manages investment portfolios for a fee based on the value of your portfolio. The annual fee can be up to 1.75% of the value of your portfolio. For a limited group of clients with special needs, the fee can be up to 2.0%. The fee is usually billed monthly, but can be negotiated to be billed quarterly. If SIS uses a third-party investment manager for part of your portfolio, you won't pay any extra fees.
Location
817 So. University Drive Suite 102, Plantation, FL, 33324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is the president of Bliss Wealth Management Inc, where he works about half his time as an independent agent selling fixed insurance and annuity products. He also serves as Vice President on the board of directors for Fountains Professional Center Condo Association, is involved with Wealthwise Technologies Advisory Group LLC for advisory fee collection, and participates in a band called Rockin' Roses.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Summit Wealth Partners, LLC
Summit Wealth Partners, LLC
Smc Advisory Network, LLC
Global Financial Private Capital, LLC
Wealthwise Technologies Advisory Group LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.