John Pennington, financial advisor Murray UT
90 score

John Pennington

CRD Number: 5984801
Current Firm: Bridge Investment Group Partners, LLC

John Pennington (CRD# 5984801) is an Investment Advisor Representative working at Bridge Investment Group Partners, LLC in Murray, UT and has over 4 years of experience in the finance industry.

Similar Advisors
Jeffrey Zesiger, financial advisor Murray UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Similar Advisors
Brady Ririe, financial advisor Murray UT
Brady H. Ririe
CRD# 5747247
Morgan Stanley
Score
100
Similar Advisors
Alan Battles, financial advisor Murray UT
Alan R. Battles
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
Company Name Location Dates Years
Roc Bridge Partners, LLC Salt Lake City, UT Sep 2011 - Current 5
Real Estate Opportunity Capital Fund Ii, LP Salt Lake City, UT Sep 2011 - Current 5
Real Estate Opportunity Capital Fund, LP Sal, UT Dec 2007 - Current 9
Bridge Loan Capital Fund, LP Salt Lake City, UT Mar 2005 - Current 11
Penny10, LLC Sandy, UT Sep 2004 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for John S. Pennington
Phone Number: 801-716-4553
Registered State(s):
  • DE
  • UT
  • FL
By the Numbers
  • Total Assets Under Management
    4,116
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $195,982,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

CA, DE, FL, NY, UT, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
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.