LJ
LJ
Laura Jahns
10 Years of Experience
Cottonwood Heights, UT
1 DisclosureBroker
Laura Jahns is a registered investment advisor at Sofi Wealth LLC, based in Cottonwood Heights, UT, with 10 years of industry experience. Laura 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 E Cottonwood Pkwy, Suite 300, Cottonwood Heights, UT, 84121
Get directionsHistory
Regulatory History (1)
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Financial
April 2023Final
Employment History
Current Registrations
Sofi Wealth LLC
August 2024 - Present · 1 yr 9 mos
Sofi Securities LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
December 2022 - August 2024 · 1 yr 8 mos
Wells Fargo Clearing Services, LLCBroker
December 2022 - August 2024 · 1 yr 8 mos
E*trade Capital Management, LLC
June 2022 - December 2022 · 6 mos
E*trade Securities LLCBroker
May 2022 - December 2022 · 7 mos
Wells Fargo Clearing Services, LLC
July 2021 - May 2022 · 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2021 - May 2022 · 10 mos
Fidelity Personal and Workplace Advisors
June 2019 - January 2021 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
March 2019 - January 2021 · 1 yr 10 mos
J.P. Morgan Securities LLC
August 2018 - January 2019 · 5 mos
J.P. Morgan Securities LLCBroker
July 2018 - January 2019 · 6 mos
Fidelity Brokerage Services LLCBroker
June 2015 - July 2018 · 3 yrs 1 mo
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.