Jennifer Sokolowski has been Chief Compliance Officer/Owner of Metis Wealth Management & Planning since January 2022, is a control person of the firm and directly owns between 50% and 75% of it. Jennifer Sokolowski holds a BS in Business Administration from the University of Vermont.
Metis Wealth Management & Planning LLC is a Bluffton, SC firm with $115M under management, 465 clients and 2 advisers in one office, as of its January 2026 filing.
Jenn Sokolowski is Owner & Financial Planner of Metis Wealth Management & Planning. She spent six years at Target Corporation, including overseeing facilities management for 23 stores in the Dallas-Fort Worth area as a Property Management Business Partner, before moving into financial planning.
Jennifer Sokolowski’s longest registration is the current one, 6 years at Metis Wealth Management & Planning since 2019. Before joining Metis Wealth Management & Planning in 2019, Jennifer Sokolowski was registered through Westview Investment Advisors, LLC.
- – present · 6 yearsBluffton, SC · Adviser representative · Firm CRD 305086
- Westview Investment Advisors, LLC– · 2 yearsHilton Head Island, SC · Adviser representative · Firm CRD 116001
Professional designations
Listed by Metis Wealth Management & Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jennifer Sokolowski is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2019; the most recent is Texas, in March 2023.
- New YorkSince 22 November 2021
- South CarolinaSince 14 November 2019
- TexasResidentSince 29 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jennifer S Sokolowski
- CRD
- 6882692
- Firm
- Metis Wealth Management & Planning · CRD 305086
- Role
- Chief Compliance Officer/Owner
- Office
- 5 RED CEDAR ST, SUITE 201, Bluffton, SC 29910
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- metiswealthllc.com
Where does Jennifer Sokolowski work?
Jennifer Sokolowski has been Chief Compliance Officer/Owner of Metis Wealth Management & Planning LLC since January 2022, and is a control person of the firm.
Is Jennifer Sokolowski a financial advisor?
Yes. Jennifer Sokolowski has a current investment-adviser registration in New York, South Carolina and Texas, through Metis Wealth Management & Planning since November 2019.
How many years of experience does Jennifer Sokolowski have?
Jennifer Sokolowski has 8 years in the financial industry, since January 2018, across 2 adviser firms.
What exams has Jennifer Sokolowski passed?
Jennifer Sokolowski passed the Series 65 in January 2018.
Where is Jennifer Sokolowski based?
Jennifer Sokolowski’s registered office is in Bluffton, SC.
Is Jennifer Sokolowski registered with FINRA?
No. Jennifer Sokolowski has no current broker registration.
Is Jennifer Sokolowski a CFP?
Metis Wealth Management & Planning lists Jennifer Sokolowski with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jennifer Sokolowski’s record?
Search CRD 6882692 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Sokolowski’s full registration record.