Financial advisors in South Jordan, UT

395 advisors · page 1 of 14

Alexander Haviland
Financial advisor at Diversify Wealth Management, LLC
Diversify Wealth Management, LLC · $4.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alicia Allen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barry Wong
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brad Wilson
Financial advisor at Diversify Wealth Management, LLC
Diversify Wealth Management, LLC · $4.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Baiamonte
Financial advisor at Mission Wealth Management, LP
Mission Wealth Management, LP · $17B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Nelson
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brielle Parkinson
Financial advisor at Wealthspire Retirement Advisory
Wealthspire Retirement Advisory · $38.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Casey Kotter
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chace Adams
Financial advisor at Ignite Planners LLC
Ignite Planners LLC · $1.14B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clint Zundel
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Watanabe
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Curtis Ladd
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Luke
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Easton Dickson
Financial advisor at Wealthspire Retirement Advisory
Wealthspire Retirement Advisory · $38.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Black
Financial advisor at Tencap Wealth Coaching
Tencap Wealth Coaching · $285M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hyung Kim
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Gutke
Financial advisor at Wealthspire Retirement Advisory
Wealthspire Retirement Advisory · $38.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Oyler
Financial advisor at Aspen Ridge Wealth Management, LLC
Aspen Ridge Wealth Management, LLC · $24.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Johnson
Financial advisor at Portside Wealth Group, LLC
Portside Wealth Group, LLC · $1.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jesse Lugenbeel
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Collins
Financial advisor at Wealthspire Retirement Advisory
Wealthspire Retirement Advisory · $38.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Eyre
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Langlois
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kaden McKell
Financial advisor at Wealthspire Retirement Advisory
Wealthspire Retirement Advisory · $38.61B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Bown
Financial advisor at Diversify Wealth Management, LLC
Diversify Wealth Management, LLC · $4.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristy Larm
Financial advisor at Hendershott Wealth Management, LLC
Hendershott Wealth Management, LLC · $305.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mana Angilau
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marie Seabury
Financial advisor at Osaic Advisory Services, LLC
Osaic Advisory Services, LLC · $15.48B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Miller
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Argyle
Financial advisor at Encore Retirement Planning, LLC
Encore Retirement Planning, LLC · $37.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in South Jordan, UT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in South Jordan, UT.

How this list works

Before you hire an advisor in South Jordan, UT