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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Clayton Johnson (CRD# 6665357) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 7 years of experience in the finance industry. Clayton Johnson 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.
Tyler Johnson (CRD# 6350187) is an Investment Advisor Representative working at Principal Securities, Inc. in Springville, UT and has over 9 years of experience in the finance industry.
Jeremy Johnston (CRD# 2623656) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 28 years of experience in the finance industry.
Adam Jones (CRD# 5485098) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 14 years of experience in the finance industry.
Jason Jones (CRD# 3108330) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 25 years of experience in the finance industry. Jason Jones 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.
Richard Jones (CRD# 1047598) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has over 42 years of experience in the finance industry. Richard Jones 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.
Warren Judd (CRD# 4489418) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Provo, UT and has over 22 years of experience in the finance industry.
Michael Klein (CRD# 2002978) is an Investment Advisor Representative working at Premier Capital Management Inc. in Orem, UT and has over 29 years of experience in the finance industry.
Joseph Larsen (CRD# 4485046) is an Investment Advisor Representative working at Joseph M. Larsen, C.p.a., P.c. in Provo, UT and has 1 year of experience in the finance industry. Joseph Larsen 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.
Nathan Larsen (CRD# 6276835) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 10 years of experience in the finance industry.