Julia Sohn
Professional summary
Julia Sohn, CFP®, who also goes by Julia Younggin Sohn, is a registered financial advisor currently at J SOHN, LLC. located in Henderson, Nevada.
Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Julia has worked at 8 firms and has passed the Series 66, Series 65, Series 63, Series 7, Series 3 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julia Sohn's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
July 6, 2015 - Present
J SOHN, LLC.
April 21, 2014 - December 31, 2014
J SOHN, LLC.
July 2, 2003 - December 31, 2012
MML INVESTORS SERVICES, LLC
March 6, 2003 - April 14, 2014
MML INVESTORS SERVICES, LLC
July 12, 1999 - February 4, 2000
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 3, 1996 - July 12, 1999
BA INVESTMENT SERVICES, INC.
June 21, 1995 - November 30, 1995
IDS LIFE INSURANCE COMPANY
June 21, 1995 - November 30, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
November 22, 1978 - December 10, 1982
CP REAL ESTATE SECURITIES CORP.
April 25, 1978 - December 9, 1978
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/6/2015)
Exams
Current Firm
J SOHN, LLC.
CRD#: 169967 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 126 |
| AUM (Assets Under Management) | $ 25,800,000 |
Red Flags
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