Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in South Jordan, UT
Every SEC-registered financial advisor at a firm office in South Jordan who lists the Chartered Financial Consultant designation, A to Z.
8 ChFC holders work in South Jordan; the most are at Diversify Advisory Services, LLC (3). 7 are also registered broker representatives.
ChFC advisors in South Jordan, A to Z
Every advisor in South Jordan →- Marc J. BernsteinDiversify Advisory Services, LLC · Chartered Financial Consultant
- Gregory D. BlackTencap Wealth Coaching · Certified Financial Planner, Chartered Financial Consultant
- Robert DohertyDiversify Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Todd P. McChesneyAshworth Wealth, LLC · Chartered Financial Consultant
- Tiffany N. MounteerDiversify Advisory Services, LLC · Chartered Financial Consultant
- Brandon M. NelsonOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Dean M. RubsamenState Farm Investment Management Corp. · Chartered Financial Consultant
- Tad W. TeeplesState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in South Jordan
Diversify Advisory Services, LLC 3Osaic Wealth, Inc. 2State Farm Investment Management Corp. 2Ashworth Wealth, LLC 1Tencap Wealth Coaching 1
ChFC advisors in other Utah cities
All of Utah →Salt Lake City 13Pleasant Grove 6Cottonwood Heights 5Draper 5Park City 5St. George 5Sandy 4St George 4Brigham City 3Lehi 3Logan 3Murray 3Ogden 3
Questions
How many ChFC financial advisors are in South Jordan, UT?
8 SEC-registered investment adviser representatives at firm offices in South Jordan, Utah list the ChFC designation; Diversify Advisory Services, LLC employs the most of them (3).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
How do I check a ChFC 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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.