JL
Jackson L. Leitzinger
SOFI WEALTH LLC
Cottonwood Heights, UT 84121
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CRD#: 7084526
JL
Professional summary
Jackson Levi Leitzinger, who also goes by Jack Levi Leitzinger, is a registered financial advisor currently at SOFI WEALTH LLC located in Cottonwood Heights, Utah and SOFI SECURITIES LLC located in Cottonwood Heights, Utah.
Jackson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jackson has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Levi Leitzinger
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.
*397884 - Hidden Valley Country Club; Not Investment related; Sandy, UT;
Restaurant/Bar/Nightclub; Employee(proprietor, partner, officer, director, employee, trustee, agent); Oct 2019; During business hours: 0; After business hours: 8; Customer Service.
CRS (Client Relationship Summary) - RIA
Click below to view Jackson Levi Leitzinger's 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®
NoneExperience
Current
April 14, 2021 - Present
SOFI WEALTH LLC
Office #1: 2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121RIA
CRD#: 167958
Cottonwood Heights, UT
Current
April 2, 2021 - Present
SOFI SECURITIES LLC
Office #1: 2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121BD
CRD#: 151717
Cottonwood Heights, UT
Past
May 8, 2020 - April 6, 2021
MORGAN STANLEY
RIA
CRD#: 149777
SOUTH JORDAN, UT
Past
May 8, 2020 - April 6, 2021
MORGAN STANLEY
BD
CRD#: 149777
SOUTH JORDAN, UT
Past
September 12, 2019 - April 22, 2020
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SALT LAKE CITY, UT
Past
August 21, 2019 - April 22, 2020
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
SALT LAKE CITY, UT
Past
June 3, 2019 - August 28, 2019
CETERA ADVISORS LLC
BD
CRD#: 10299
PORTLAND, OR
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
Alabama(4/2/2021)
RR
Alaska(4/2/2021)
RR
Arizona(4/2/2021)
RR
Arkansas(4/2/2021)
RR
California(4/2/2021)
RR
Colorado(4/2/2021)
RR
Connecticut(4/2/2021)
RR
Delaware(4/2/2021)
RR
District of Columbia(4/2/2021)
RR
Florida(4/2/2021)
RR
Georgia(4/2/2021)
RR
Hawaii(4/2/2021)
RR
Idaho(4/2/2021)
RR
Illinois(4/2/2021)
RR
Indiana(4/2/2021)
RR
Iowa(4/2/2021)
RR
Kansas(4/2/2021)
RR
Kentucky(4/2/2021)
RR
Louisiana(4/2/2021)
RR
Maine(4/2/2021)
RR
Maryland(4/2/2021)
RR
Massachusetts(4/2/2021)
RR
Michigan(4/2/2021)
RR
Minnesota(4/2/2021)
RR
Mississippi(4/2/2021)
RR
Missouri(4/2/2021)
RR
Montana(4/2/2021)
RR
Nebraska(4/2/2021)
RR
Nevada(4/2/2021)
RR
New Hampshire(4/2/2021)
RR
New Jersey(4/2/2021)
RR
New Mexico(4/2/2021)
RR
New York(4/2/2021)
RR
North Carolina(4/2/2021)
RR
North Dakota(4/2/2021)
RR
Ohio(4/7/2021)
RR
Oklahoma(4/2/2021)
RR
Oregon(4/2/2021)
RR
Pennsylvania(4/2/2021)
RR
Rhode Island(4/2/2021)
RR
South Carolina(4/2/2021)
RR
South Dakota(4/2/2021)
RR
Tennessee(4/2/2021)
RR
Texas(4/2/2021)
RR
Utah(4/2/2021)
IAR
Utah(4/14/2021)
RR
Vermont(4/2/2021)
RR
Virginia(4/2/2021)
RR
Washington(4/2/2021)
RR
West Virginia(4/2/2021)
RR
Wisconsin(4/2/2021)
RR
Wyoming(4/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/1/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SOFI WEALTH LLC
SOFI ADVISORS LLC | SOFI WEALTH LLC
CRD#: 167958 / SEC#: 801-78185
RIA
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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)
Regulatory assets under management
| Total Number of Accounts | 279,216 |
| 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.
