John Bernadin
John Bernadin is a registered investment advisor at Sofi Wealth LLC, based in Jacksonville, FL, with 7 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 254,020 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee is charged at a flat annual rate of 0.25% on invested balances and is non-negotiable.
Fee Estimator
Location
5335 Gate Pkwy 5th Floor Jacksonville, FL, USA, 32, 5th Floor, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (2)
Financial
May 2025Financial
November 2024Employment History
Current Registrations
Sofi Wealth LLC
Sofi Securities LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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.
Exams
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