Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
8yrs
John Bernadin
Financial advisor at Sofi Wealth
John Bernadin is a fiduciary financial advisor in Jacksonville, Florida, with 8 years in the industry. John joined Sofi Wealth in 2025, after two years at Citigroup Global Markets and less than a year at Fidelity Personal and Workplace Advisors. Sofi Wealth offers financial planning, investment management, and educational workshops and is paid through a percentage of assets.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office5335 Gate Parkway 5th Floor Jacksonville, Floor, USA, 32 5th Floor, Jacksonville, FL 32256
FirmSofi Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$8,060
Advisors at the firm110
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.
Career
- Oct 2025 – nowSofi Wealth LLCCurrent firm
- 2023 – 2025Citigroup Global Markets Inc.Previously
- Jan 2022 – Feb 2022Fidelity Personal and Workplace AdvisorsPreviously
Contact John
5335 Gate Parkway 5th Floor Jacksonville, Floor, USA, 32 5th FloorJacksonville, FL 32256Office · Get directions Firm main line(855) 525-7634Headquarters: Sofi Wealth · San Francisco, CA Facebook pageSofi Wealth
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Questions to ask John
Tailored to John’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
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About John
How do I contact John?
Call Sofi Wealth at (855) 525-7634 and ask for John Bernadin. John works from the Jacksonville, FL office.
How long has John been a financial advisor?
John has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Sofi Wealth reports being paid by a percentage of the assets they manage. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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