Jorge De Oliveira Neto (CRD# 6383938) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
CRD# 2222281
Rbc Capital Markets, LLC
CRD# 2531770
Ubs Financial Services Inc.
CRD# 6153090
Citigroup Global Markets Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Sofi Securities LLC | San Francisco, CA | Apr 2020 - Current | 4 |
Sofi Wealth LLC | San Francisco, CA | Apr 2020 - Current | 4 |
Wells Fargo Clearing Services | Salt Lake City, UT | Apr 2020 - Apr 2020 | < 1 |
Wells Fargo Bank | Salt Lake City, UT | Apr 2020 - Apr 2020 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City, UT | Apr 2019 - Mar 2020 | < 1 |
Goldman Sachs Company | Salt Lake City, UT | Jul 2018 - Apr 2019 | < 1 |
Brigham Young University - Idaho | Rexburg, ID | Apr 2018 - Jul 2018 | < 1 |
Navex Global | Rexburg, ID | Nov 2017 - Apr 2018 | < 1 |
Brigham Young University - Idaho | Rexburg, ID | Sep 2017 - Nov 2017 | < 1 |
Unemployed | Rexburg, ID | Apr 2017 - Sep 2017 | < 1 |
E*trade Securities LLC | Sandy, UT | Jan 2017 - Apr 2017 | < 1 |
Unemployed | Windham, ME | Dec 2016 - Jan 2017 | < 1 |
Dow Wealth Management, LLC | Falmouth, ME | May 2016 - Dec 2016 | < 1 |
Unemployed | Rexburg, ID | Sep 2015 - May 2016 | < 1 |
Unemployed | Sao Jose Do Rio Preto, | Jun 2015 - Sep 2015 | < 1 |
Fidelity Brokerage Services LLC | Salt Lake City, UT | Aug 2014 - Jun 2015 | < 1 |
Unemployed | Salt Lake City, UT | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2014 |
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- ME
- TX
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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