Jordan Deru, financial advisor Holladay UT
93 score

Jordan Deru

CRD Number: 5895847
Current Firm: First Western Advisors

Jordan Deru (CRD# 5895847) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
First Western Advisors Holladay, UT Sep 2011 - Current 5
Belsen Getty, LLC Bountiful, UT Jun 2007 - Sep 2011 4
Utah State University Logan, UT Aug 2006 - Jun 2008 1
Lifetime Products Clearfield, UT May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Jordan T. Deru
Phone Number: 801-930-6500
Firm Website: http://fwainvest.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    1,624
    ACCOUNTS
  • Average Account Value
    $131,958
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, ID, LA, MO, NC, NH, NV, NY, OH, OK, OR, TX, UT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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