Joshua LiljenquistCRD Number: 5350393
Current Firm: First Western Advisors
Joshua Liljenquist (CRD# 5350393) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 9 years of experience in the finance industry. Joshua Liljenquist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Uma Financial Services Inc.
|First Western Advisors||Holladay, UT||Apr 2014 - Current||3|
|E*trade Capital Management LLC||Sandy, UT||Apr 2011 - Apr 2014||3|
|E*trade Securities LLC||Sandy, UT||Apr 2011 - Apr 2014||3|
|New England Securities||Sandy, UT||Nov 2010 - Apr 2011||< 1|
|Chase Investment Services Corp||West Jordan, UT||Apr 2007 - Nov 2010||3|
|Jpmorgan Chase Na||West Jordan, UT||May 2007 - Oct 2010||3|
|Extend Benefits Group||Salt Lake City, UT||Jul 2004 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management214MILLIONS
Total Number of Accounts1,624ACCOUNTS
Average Account Value$131,958
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AZ, CA, CO, FL, GA, ID, LA, MO, NC, NH, NV, NY, OH, OK, OR, TX, UT, WA, WI
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