Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
4yrs
Jamar Brown
Financial advisor at Sofi Wealth
Jamar Brown is a fiduciary financial advisor in Jacksonville, Florida, with 4 years in the industry. Jamar joined Sofi Wealth in 2024, after a year at Merrill. 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
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office5335 Gate Parkway Suite 500, 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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowSofi Wealth LLCCurrent firm
- Apr 2023 – Dec 2023MerrillPreviously
Contact Jamar
(855) 525-7634Firm headquarters in San Francisco, CA. Ask for Jamar. 5335 Gate Parkway Suite 500Jacksonville, FL 32256Office · Get directions Facebook pageSofi Wealth
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Questions to ask Jamar
Tailored to Jamar’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 Jamar
How do I contact Jamar?
Call Sofi Wealth at (855) 525-7634 and ask for Jamar Brown. Jamar works from the Jacksonville, FL office.
How long has Jamar been a financial advisor?
Jamar has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Jamar hold?
Series 66. Tap any license on this page to see what it allows.
Is Jamar a fiduciary?
Jamar is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jamar paid?
Sofi Wealth reports being paid by a percentage of the assets they manage. Ask Jamar 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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