A complete list of active advisors currently associated with J Sohn, LLC

Warmer can help you find a great advisor at J Sohn, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at J Sohn, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.