Jason Hinesley
Investment Adviser Representative at SOFI Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Hinesley is an investment adviser representative with SOFI Wealth LLC in Jacksonville, FL, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 6 firms, including Empower Advisory Group, LLC and Citigroup Global Markets Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SELF EmployedMar 2016 – Feb 2017Jacksonville, FL
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2017 – Oct 2020Jacksonville, FL
- Camarda Wealth Advisory GroupDec 2020 – Mar 2021Fleming Island, FL
- Self EmployedMar 2021 – Sep 2021Fleming Island, FL
- CitigroupOct 2021 – Jan 2023Jacksonville, FL
- Empower Financial Services, IncSep 2023 – Aug 2025Greenwood Village, CO
- Self-EmployedFeb 2023 – Aug 2023Fleming Island, FL
- Empower Advisory Group, LLCJan 2024 – Aug 2025Greenwood Village, CO
- SOFI Securities LLCDec 2025 – no end date reportedJacksonville, FL
- SOFI Wealth LLCDec 2025 – no end date reportedJacksonville, FL
- DoordashAug 2025 – no end date reportedjacksonville, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SOFI Wealth LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.0025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 111
- Offices listed on AdvisorFinder:
- 5
- Main office:
- San Francisco, CA
- SEC file number:
- 801-78185
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at SOFI Wealth LLC
Showing 12 of 111 in the directory
Similar advisors in Jacksonville, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Hinesley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched