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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Salt Lake, UT

Every SEC-registered investment adviser representative at a firm office in Salt Lake, with the firms that employ the most of them.

The short answer

1 registered advisors work in Salt Lake; the most are at J.P. Morgan Securities LLC (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Salt Lake

FirmAdvisors in Salt Lake
J.P. Morgan Securities LLC news1

Advisors in Salt Lake, A to Z

Search all of Utah →

Other cities in Utah

All of Utah →

Salt Lake City 1,559South Jordan 354Sandy 324Lehi 237Draper 165Provo 144Cottonwood Heights 142Orem 129St. George 115Holladay 110Bountiful 103Park City 92Ogden 88Logan 71West Jordan 68Murray 66Midvale 65Layton 64Farmington 52Pleasant Grove 46Saratoga Springs 44Riverton 43Centerville 40Kaysville 37

Questions

How many financial advisors are in Salt Lake, UT?

1 investment adviser representatives are registered at firm offices in Salt Lake, Utah, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Salt Lake?

J.P. Morgan Securities LLC, with 1 registered advisors in Salt Lake.

How do I check a financial advisor in Salt Lake?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.