Joshua Liljenquist, financial advisor Holladay UT
96 score

Joshua Liljenquist

CRD 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 10 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.

Similar Advisors
Benjamin Olson, financial advisor Holladay UT
Benjamin A. Olson
CRD# 5507333
Similar Advisors
Joseph Olson, financial advisor Holladay UT
Joseph G. Olson
CRD# 5507719
Similar Advisors
Trent Searle, financial advisor Holladay UT
Trent L. Searle
CRD# 4433677
Uma Financial Services Inc.
Professional Designations
Company Name Location Dates Years
First Western Advisors Holladay, UT Apr 2014 - Current 4
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Joshua C. Liljenquist
Phone Number: 801-930-6500
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Joshua Liljenquist and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.