JJ
JJ
Jeremy Johansen
20 Years of Experience
Salt Lake City, UT
2 DisclosuresBroker
Jeremy Johansen is a registered investment advisor at Sofi Wealth LLC, based in Salt Lake City, UT, with 20 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 265,019 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
112 advisors
Number of Clients
265,019 clients
Average Client Portfolio
$6K average
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The wrap fee is not charged on the cash allocation, which is generally 1% of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2750 East Cottonwood Pkwy, Suite 300, Salt Lake City, UT, 84121
Get directionsHistory
Regulatory History (2)
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Financial
November 2020Final
Financial
April 2016Final
Employment History
Current Registrations
Sofi Wealth LLC
October 2020 - Present · 5 yrs 9 mos
Sofi Securities LLCBroker
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
Sofi Wealth LLC
October 2020 - October 2020 · 0 mos
Kestra Investment Services, LLCBroker
September 2016 - September 2019 · 3 yrs
Kestra Advisory Services, LLC
September 2016 - September 2019 · 3 yrs
J.P. Morgan Securities LLC
September 2014 - August 2016 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
August 2014 - August 2016 · 2 yrs
Strategic Advisers, INC.
February 2013 - August 2014 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
August 2004 - August 2014 · 10 yrs
State Registrations1 state
UT
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.