Friday, October 23, 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

Simple Financial, LLC financial advisors in West Jordan, UT

Every SEC-registered investment adviser representative at a Simple Financial, LLC office in West Jordan, A to Z.

7 registered advisors work at Simple Financial, LLC in West Jordan, out of 9 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Simple Financial, LLC advisors in West Jordan, A to Z

Every Simple Financial, LLC advisor →

Simple Financial, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Simple Financial, LLC advisors in other cities

Henderson, NV 1Meridian, ID 1

Other firms in West Jordan

All West Jordan advisors →

LPL Financial LLC 20Strategic Advisers LLC 15State Farm Investment Management Corp. 5Morgan Stanley 3Pfs Investments Inc. 3

Questions

How many financial advisors does Simple Financial, LLC have in West Jordan?

7 investment adviser representatives are registered at Simple Financial, LLC offices in West Jordan, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Simple Financial, LLC one of the largest advisor employers in West Jordan?

Simple Financial, LLC ranks number 3 in West Jordan by registered advisors; LPL Financial LLC has the most, with 20.

How do I check a Simple Financial, LLC advisor in West 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, 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 Simple Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.