Jennifer S Sokolowski
Chief Compliance Officer/OwnerMetis Wealth Management & Planning LLCCRD 6882692
About Jennifer S Sokolowski
Jennifer S Sokolowski is listed as Chief Compliance Officer/Owner at Metis Wealth Management & Planning LLC in Bluffton, SC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Metis Wealth Management & Planning LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jennifer S Sokolowski work?
Jennifer S Sokolowski is listed as Chief Compliance Officer/Owner at Metis Wealth Management & Planning LLC on SEC Form ADV.
How much of Metis Wealth Management & Planning LLC does Jennifer S Sokolowski own?
Form ADV reports a beneficial ownership band of 50-75%.
Metis Wealth Management & Planning LLC
| Title | Chief Compliance Officer/Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |