Unclaimed Profile

John Davis Gardner

SOFI WEALTH LLC·SAN FRANCISCO, California

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65CFAClean record7 years registeredSOFI WEALTH LLC

234 1ST STREET, SAN FRANCISCO, CA 94105CRD# 2663783Firm CRD# 167958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Davis Gardner · SAN FRANCISCO, CA

Registration

CRD #2663783 · SOFI WEALTH LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOFI WEALTH LLC

SOFI WEALTH LLC

Apr 2019 – Sep 2021

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · April 12, 2019

Years registered · 7

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOFI WEALTH LLC

CRD 167958 · SEC 801-78185

AUM

$1.4B

Regulatory assets under management

Employees

247,476 client accounts

Services offered by SOFI WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SOFI WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does John Davis Gardner offer?

John Davis Gardner specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are John Davis Gardner's credentials?

John Davis Gardner holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Davis Gardner located?

John Davis Gardner is based in SAN FRANCISCO, California, last registered with SOFI WEALTH LLC.

How does John Davis Gardner charge for services?

John Davis Gardner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOFI WEALTH LLC?

SOFI WEALTH LLC has approximately 70 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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