Jaden Gurney (CRD# 6158502) is an Investment Advisor Representative working at Lpl Financial LLC in Richfield, UT and has over 10 years of experience in the finance industry.
CRD# 1576840
Lpl Financial LLC
CRD# 1691753
Spc
CRD# 1702943
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Richfield, UT | Aug 2015 - Current | 8 |
| Zions Bancorporation, N.a. (zions Trust) | Richfield, UT | Aug 2015 - Current | 8 |
| Gurney Trucking Inc. | Aurora, UT | Jan 2001 - Current | 23 |
| Suoa | Redmond, UT | Nov 2011 - Jul 2020 | 8 |
| Transamerica Financial Advisors, Inc. | Hurricane, UT | Dec 2012 - Aug 2015 | 2 |
| World Financial Group, Inc. | Hurricane, UT | Feb 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CO
- TX
- UT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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