Advisor at SoFi Wealth LLC
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Jacquelyn Kesterson is a financial advisor at SoFi Wealth LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Orion Portfolio Solutions, Brinker Capital Securities, and TD Ameritrade. SoFi Wealth provides automated investment management and digital advice primarily to individual investors through online and mobile channels, utilizing model portfolios of mutual funds and ETFs managed on a discretionary basis. The firm serves a large retail client base and integrates proprietary software and remote planner support in its investment approach.
Based on SoFi Wealth LLC
Based on SoFi Wealth LLC
0.25% annually (wrap fee)
Omaha, NE
Nebraska
SoFi Wealth, LLC
2024 - Present (2 years)
SoFi Securities, LLC
2024 - Present (2 years)
Orion Portfolio Solutions
2023 - 2024 (1 year)
Brinker Capital Securities
2021 - 2024 (3 years)
Orion Advisor Technology, LLC
2020 - 2024 (4 years)
TD ameritrade
2013 - 2020 (7 years)
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