Jami Liebl
Professional Summary
Jami Liebl, who also goes by Jami Malcolm Liebl, is a registered financial advisor currently at SOFI WEALTH LLC located in Charlotte, North Carolina and SOFI SECURITIES LLC located in Greenville, Delaware. Jami is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jami has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jami Malcolm Liebl
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Videos & Posts
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Contact Information
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Disclosures on record.
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.
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Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
SOFI ADVISORS LLC | SOFI WEALTH LLC
Contact Information
Main Address
234 1st Street, San Francisco, CA 94105Phone Number
(855) 525-7634# of Employees
114SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
290,887AUM (Assets Under Management)
$2,047,338,985Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SOFI ADVISORS LLC | SOFI WEALTH LLC
State Registrations and Notice Filings
(11/17/2025)
(11/17/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jami Liebl's CRS (Customer Relationship Summary).
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