J Sohn, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based financial planning and discretionary investment management to individual clients, delivering ongoing portfolio management as well as standalone financial planning and consulting. The principal also offers tax preparation and life and health insurance services in separate, non‑advisory capacities that clients may engage outside the advisory agreement.
Investment programs are tailored to documented client objectives and risk tolerances, using investment policy statements and periodic reviews to guide asset allocation, security selection, and rebalancing. Security analysis incorporates fundamental, technical, and cyclical methods, and financial plans commonly address cash flow, tax planning, insurance, retirement, and estate considerations.
Distinctive features include the principal’s status as a registered tax preparer (approximately 5% of firm hours) and a licensed life and health insurance producer, providing ancillary tax and insurance services that are uncommon among similar independent, solo advisory firms. The brochure also discloses a prior state administrative enforcement matter (resolved with corrective actions and a civil penalty), with the firm noting refunds of any applicable overcharges and policy updates.
Client services
Expertise
Fee options
1.50% annually
$250 per hour
Account minimum: $25,000
Main office
Henderson NV
Advisors at this office
1
Most active in
Nevada
Also doing business as
J Sohn, LLC. · Sohn, Julia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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