Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Jordan, UT

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

The short answer

62 registered advisors work in West Jordan; the most are at LPL Financial LLC (20). 3 list the CFP designation and 53 are also registered broker representatives.

Firms with the most advisors in West Jordan

FirmAdvisors in West Jordan
LPL Financial LLC news20
Strategic Advisers LLC15
Simple Financial, LLC7
State Farm Investment Management Corp.5
Morgan Stanley news3
Pfs Investments Inc.3
Cetera Investment Advisers LLC news2
Tiaa-Cref Individual & Institutional Services, LLC2
Cerity Partners LLC news1
Equitable Advisors, LLC news1
Geneos Wealth Management, Inc.1
Go Invest LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1

Advisors in West Jordan, A to Z

CFP advisors in West Jordan →

Other cities in Utah

All of Utah →

Salt Lake City 1,587South Jordan 344Sandy 309Lehi 235Draper 156Provo 145Cottonwood Heights 131Orem 124Bountiful 109Holladay 109St. George 106Park City 91Ogden 84Logan 70Layton 67Midvale 63Murray 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in West Jordan, UT?

62 investment adviser representatives are registered at firm offices in West Jordan, Utah, according to the SEC's Investment Adviser Public Disclosure records. 53 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in West Jordan?

LPL Financial LLC, with 20 registered advisors in West Jordan, followed by Strategic Advisers LLC with 15.

How do I check a financial advisor in West Jordan?

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.