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Joshua Clayton

Advisor at SoFi Wealth LLC

Updated today
SoFi Wealth LLC logo

Firm

SoFi Wealth LLC

Location

Downingtown, PA

Credentials

Series 66

Industry experience

11 years

About

Joshua Clayton is a financial advisor at SoFi Wealth LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Social Finance Inc., SoFi Wealth LLC, SoFi Securities LLC since 2019, and Capital One ShareBuilder from 2013 to 2019. SoFi Wealth provides automated investment management and digital advice primarily to individual investors through online and mobile channels. The firm manages client assets using model portfolios of mutual funds and ETFs, employing proprietary software and remote planner interactions to serve a large retail client base.

Client services

Based on SoFi Wealth LLC

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Based on SoFi Wealth LLC

College savings (529s, UTMA, etc.) ESG / Sustainable investing Private / alternative investments

Fee options

Percentage

0.25% annually (wrap fee)

Location

Downingtown, PA

Most active in

Pennsylvania

Work history

Social Finance Inc.

2019 - Present (7 years)

SoFi Wealth LLC

2019 - Present (7 years)

SoFi Securities LLC

2019 - Present (7 years)

Capital One ShareBuilder

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Chadds Ford, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
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Damon G

Series 63, Series 65

West Chester, PA

Jura Investments, LLC

Private / alternative investments Active portfolio management Options & derivatives strategies
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Timothy C

CFP®, Series 63, Series 65

Malvern, PA

Copper Beech Advisors, LLC

General tax planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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