Sofia Jesus
Assistant Apprentice
510-587-0800 ext. 5
Sofia Jesus is currently apprenticing at Progressive Asset Management (PAM), a boutique wealth management firm known for values-aligned portfolios. She works alongside Tim, Keith, and Erin on live client engagements while working towards completing her Series 65 license in 2026.
After graduating from The Haas School of Business, she worked in a variety of professional services, consulting, and tech roles before landing at PAM. Sofia is passionate about educating and empowering families to utilize finance to create the future they want.
Outside of work, she loves to spend time with her family, garden, cook, and travel.
