Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
10yrs
Daniel Renner
Financial advisor at Sofi Wealth
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 57% of advisors at Sofi Wealth
Office5335 Gate Parkway` 5th Floor, Jacksonville, FL 32256
FirmSofi Wealth
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Sofi Wealth
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Nov 2025 – nowSofi Wealth LLCCurrent firm
- 2023 – 2025Edward JonesPreviously
- 2020 – 2023T. Rowe Price Advisory Services, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Sofi Wealth at 855-525-7634 and ask for Daniel Renner. Daniel works from the Jacksonville, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. More experience than 57% of advisors at Sofi Wealth.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Sofi Wealth reports being paid by a percentage of the assets they manage. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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