Jeffrey KempCRD Number: 5986765
Current Firm: Lefavi Wealth Management
Jeffrey Kemp (CRD# 5986765) is an Investment Advisor Representative working at Lefavi Wealth Management in Salt Lake City, UT and has over 10 years of experience in the finance industry. Jeffrey Kemp 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.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Bruce A. Lefavi Securities, Inc.||Salt Lake City, UT||Jul 2018 - Current||4|
|Raymond James & Associates, Inc.||Cottonwood Heights, UT||Oct 2017 - Jul 2018||< 1|
|Voya Financial Advisors||West Jordan, UT||Sep 2017 - Oct 2017||< 1|
|Td Ameritrade||Draper, UT||Oct 2011 - Jun 2017||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management350MILLIONS
Total Number of Accounts1,153ACCOUNTS
Average Account Value$303,929
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, ID, NV, OR, TN, TX, UT, WA
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