Dan Jessop, financial advisor Lehi UT

Dan Jessop

CRD Number: 6010160
Current Firm: Andina Family Offices

Dan Jessop (CRD# 6010160) is an Investment Advisor Representative working at Andina Family Offices in Lehi, UT and has over 11 years of experience in the finance industry.

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Equitable Advisors, LLC
Company Name Location Dates Years
Connect Financial LLC Logan, UT Sep 2022 - Current 1
Andina Capital Management, LLC Lehi, UT Apr 2022 - Current 1
Jessop Retirement Services Logan, UT Jan 2014 - Current 10
Core Capital Wealth Management, LLC Providence, UT Mar 2021 - Jun 2022 1
Adams Wealth Advisors Logan, UT Jul 2018 - Jul 2019 1
Allegis Investment Services, LLC Providence, UT Aug 2015 - Mar 2019 3
Allegis Investment Advisors, LLC Logan, UT Aug 2015 - Jul 2018 2
Stratos Wealth Partners, Ltd Logan, UT Feb 2015 - Jun 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Dan E. Jessop
Phone Number: 801-653-0564
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    808
    MILLIONS
  • Total Number of Accounts
    3,589
    ACCOUNTS
  • Average Account Value
    $225,264
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX, UT

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