Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in South Jordan, UT
Every SEC-registered financial advisor at a firm office in South Jordan who lists the Certified Financial Planner designation, A to Z.
46 CFP professionals work in South Jordan; the most are at Diversify Advisory Services, LLC (11). 31 are also registered broker representatives.
CFP advisors in South Jordan, A to Z
Every advisor in South Jordan →- Alicia T. AllenEdward Jones · Certified Financial Planner
- Matthew AngelDiversify Advisory Services, LLC · Certified Financial Planner
- Mana AngilauOsaic Wealth, Inc. · Certified Financial Planner
- Matthew R. ArgyleEncore Retirement Planning, LLC · Certified Financial Planner, Chartered Financial Analyst
- Gregory D. BlackTencap Wealth Coaching · Certified Financial Planner, Chartered Financial Consultant
- Guadalupe A. CamargoDiversify Wealth Management, LLC · Certified Financial Planner
- Michelle A. ChadwickEdward Jones · Certified Financial Planner
- Sam DeaverDiversify Wealth Management, LLC · Certified Financial Planner
- Easton J. DicksonWealthspire Retirement Advisory · Certified Financial Planner
- Robert DohertyDiversify Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jacob O. EggettLido · Certified Financial Planner
- Tyler M. EhningerOsaic Wealth, Inc. · Certified Financial Planner
- Jordan L. EyreDiversify Advisory Services, LLC · Certified Financial Planner
- Peter M. FerrielloAshworth Wealth, LLC · Certified Financial Planner
- Samuel B. GentryKestra Advisory Services, LLC · Certified Financial Planner
- Dallin D. GriffinWealthspire Retirement Advisory · Certified Financial Planner
- Jacob GutkeWealthspire Retirement Advisory · Certified Financial Planner
- Kimberly A. HardingDiversify Advisory Services, LLC · Certified Financial Planner
- Alexander J. HavilandDiversify Wealth Management, LLC · Certified Financial Planner
- Matthew G. HunstockDiversify Advisory Services, LLC · Certified Financial Planner
- Mathew JacksonFacet · Certified Financial Planner
- Celeste P. KennardDiversify Wealth Management, LLC · Certified Financial Planner
- Brian A. KingDiversify Advisory Services, LLC · Certified Financial Planner
- Casey D. KotterOsaic Wealth, Inc. · Certified Financial Planner
- John K. KweeDiversify Advisory Services, LLC · Certified Financial Planner
- Curtis T. LaddDiversify Advisory Services, LLC · Certified Financial Planner
- Aaron L. LoveLido · Certified Financial Planner
- Daniel J. LukeDiversify Advisory Services, LLC · Certified Financial Planner
- Neil V. MahoneyModera Wealth Management, LLC · Certified Financial Planner
- Scott D. MathewsonLPL Financial LLC · Certified Financial Planner
- Michael McCabeDiversify Wealth Management, LLC · Certified Financial Planner
- Ryan J. MoffittCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Brandon M. NelsonOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Tyler H. NicholsAmeriprise Financial Services, LLC · Certified Financial Planner
- Jacob J. OylerAspen Ridge Wealth Management, LLC · Certified Financial Planner
- Brielle R. ParkinsonWealthspire Retirement Advisory · Certified Financial Planner
- Leo RotmanDiversify Advisory Services, LLC · Certified Financial Planner
- Robert I. SandbergOsaic Advisory Services, LLC · Certified Financial Planner
- Marie SeaburyOsaic Advisory Services, LLC · Certified Financial Planner
- Paul W. ShoemakerMorgan Stanley · Certified Financial Planner
- Scott StrattonDiversify Wealth Management, LLC · Certified Financial Planner
- Shawn M. TalbotStrategic Advisers LLC · Certified Financial Planner
- Timothy K. WhippleDiversify Wealth Management, LLC · Certified Financial Planner
- Brad L. WilsonDiversify Wealth Management, LLC · Certified Financial Planner
- Barry W. WongDiversify Advisory Services, LLC · Certified Financial Planner
- Clint B. ZundelStrategic Advisers LLC · Certified Financial Planner
Firms with the most CFP professionals in South Jordan
Diversify Advisory Services, LLC 11Diversify Wealth Management, LLC 9Osaic Wealth, Inc. 4Wealthspire Retirement Advisory 4Edward Jones 2Lido 2Osaic Advisory Services, LLC 2Strategic Advisers LLC 2Ameriprise Financial Services, LLC 1Ashworth Wealth, LLC 1Aspen Ridge Wealth Management, LLC 1Cambridge Investment Research Advisors, Inc. 1Encore Retirement Planning, LLC 1Facet 1Kestra Advisory Services, LLC 1
CFP advisors in other Utah cities
All of Utah →Salt Lake City 111Lehi 46Orem 26Sandy 26Draper 23Cottonwood Heights 22Provo 20Logan 18Farmington 15Holladay 15Murray 13Park City 13St. George 12Pleasant Grove 9Ogden 8Kaysville 7Midvale 6American Fork 5Bountiful 5Centerville 5Layton 5Saint George 5Springville 5St George 5
Questions
How many CFP financial advisors are in South Jordan, UT?
46 SEC-registered investment adviser representatives at firm offices in South Jordan, Utah list the CFP designation; Diversify Advisory Services, LLC employs the most of them (11).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in South Jordan?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.