AdFi
JL

Jennifer Lynn Booms

Investment Adviser Representative at SOFI Wealth LLC

Cottonwood Heights, UTCRD #7734356Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jennifer Lynn Booms is an investment adviser representative with SOFI Wealth LLC in Cottonwood Heights, UT, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.

Office

2750 East Cottonwood Pkwy
Cottonwood Heights, UT 84121

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah
Broker:
1 state or territory

Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/2/2023
Series 7
General Securities Representative Examination
Passed 8/16/2023
SIE
Securities Industry Essentials Examination
Passed 11/4/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

SOFI Wealth LLCCurrent
10/3/2023 – Cottonwood Heights, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. SoFi Technologies
    Feb 2019 – no end date reportedCottonwood Heights, UT
  2. Payless Shoes, Inc.
    Jun 2016 – Jan 2019West Jordan, UT
  3. Carinos
    Nov 2002 – Apr 2017West Jordan, UT
  4. SoFi Wealth, LLC
    Sep 2023 – no end date reportedCottonwood Heights, UT
  5. Composer Securities LLC
    Aug 2026 – no end date reportedCottonwood Heights, UT

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net Worth

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 profile

Other advisors at SOFI Wealth LLC

Showing 12 of 111 in the directory

View SOFI Wealth LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jennifer Lynn Booms 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.

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