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JH

Jason W. Hinesley

SOFI WEALTH LLC
Jacksonville, FL 32256
Some features on this profile are disabled
CRD#: 5256568
JH

Professional summary

Jason Wallace Hinesley, who also goes by Jason W Hinesley, Jason Wallace Hinesley, Jason Hinesley, is a registered financial advisor currently at SOFI WEALTH LLC located in Jacksonville, Florida and SOFI SECURITIES LLC located in Jacksonville, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jason has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason W Hinesley | Jason Wallace Hinesley | Jason Hinesley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wallace Hinesley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 13, 2026 - Present

SOFI WEALTH LLC

Office #1: 5335 Gate Pkwy 5th Floor Jacksonville, Fl, Usa 32 5th Floor, Jacksonville, FL, 32256
RIA
CRD#: 167958
Jacksonville, FL
Current

December 17, 2025 - Present

SOFI SECURITIES LLC

Office #1: 5335 Gate Pkwy 5th Floor, Jacksonville, FL 32256
BD
CRD#: 151717
Jacksonville, FL
Past

February 13, 2024 - August 26, 2025

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Fleming Island, FL
Past

September 6, 2023 - August 26, 2025

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

January 3, 2022 - January 31, 2023

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
Jacksonville, FL
Past

December 15, 2021 - January 31, 2023

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Jacksonville, FL
Past

February 3, 2021 - March 25, 2021

CAMARDA WEALTH ADVISORY GROUP

RIA
CRD#: 113784
FLEMING ISLAND, FL
Past

April 20, 2017 - October 2, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

March 14, 2017 - October 2, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

November 11, 2013 - March 8, 2016

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

August 17, 2011 - January 25, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
GREENVILLE, SC
Past

January 15, 2008 - July 14, 2009

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

March 21, 2007 - July 14, 2009

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SOFI WEALTH LLC
SOFI ADVISORS LLC | SOFI WEALTH LLC

CRD#: 167958 / SEC#: 801-78185

RIA
Registered Investment Advisory firm - (6/14/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(12/17/2025)
IAR
Florida
(1/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/18/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/18/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/11/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/16/2011
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 7/2/2015
Registered Options Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SW
SOFI WEALTH LLC
SOFI ADVISORS LLC | SOFI WEALTH LLC

CRD#: 167958 / SEC#: 801-78185

RIA
Registered Investment Advisory firm - (6/14/2013 Approved)
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Contact information

Main Address
234 1st Street, San Francisco, CA 94105
Mailing Address
Phone number
(855) 525-7634
Established
Firm type
Fiscal year end
# of Employees
80

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOFI WEALTH ADV PART 2A (2/27/2025)
SOFI WEALTH ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts279,216
AUM (Assets Under Management)$ 1,475,104,376

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOFI WEALTH LLC

CRD#: 167958Jacksonville, FL 32256

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