First Western Advisors

First Western Advisors (CRD# 13623) is a financial advisory firm headquartered in Holladay, UT. They manage $214,300,431 in 1,624 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    1,624
    ACCOUNTS
  • Average Account Value
    $131,958
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, GA, ID, LA, MO, NC, NH, NV, NY, OH, OK, OR, TX, UT, WA, WI

Financial Advisors at First Western Advisors
Showing 1 - 10 of 18 top financial advisors.
1
John W. Homer
CRD#: 249429
455 E 500 S #305, Salt Lake City, UT 84111
96
Wealthminder
score

John Homer (CRD# 249429) is an Investment Advisor Representative working at First Western Advisors in Salt Lake City, UT and has over 23 years of experience in the finance industry.

2
Craig W. Jewett
CRD#: 1647225
670 Shepard Lane #101, Farmington, UT 84025
96
Wealthminder
score

Craig Jewett (CRD# 1647225) is an Investment Advisor Representative working at First Western Advisors in Farmington, UT and has over 15 years of experience in the finance industry. Craig Jewett 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.

3
Joshua C. Liljenquist
CRD#: 5350393
3165 East Millrock Drive Suite 340, Holladay, UT 84121
96
Wealthminder
score

Joshua Liljenquist (CRD# 5350393) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 10 years of experience in the finance industry. Joshua Liljenquist 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.

4
Jeffrey W. Teran
CRD#: 4706241
3165 East Millrock Drive Suite 340, Holladay, UT 84121
96
Wealthminder
score

Jeffrey Teran (CRD# 4706241) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 11 years of experience in the finance industry. Jeffrey Teran 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.

5
Richard K. Bingham
CRD#: 2023575
3165 East Millrock Drive Suite 340, Holladay, UT 84121
93
Wealthminder
score

Richard Bingham (CRD# 2023575) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 27 years of experience in the finance industry.

6
Andrew J. Brown
CRD#: 2210528
3165 East Millrock Drive Suite 340, Holladay, UT 84121
93
Wealthminder
score

Andrew Brown (CRD# 2210528) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 25 years of experience in the finance industry.

7
Chad M. Christensen
CRD#: 3264871
3165 East Millrock Drive Suite 340, Holladay, UT 84121
93
Wealthminder
score

Chad Christensen (CRD# 3264871) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 18 years of experience in the finance industry.

8
Jordan T. Deru
CRD#: 5895847
3165 East Millrock Drive Suite 340, Holladay, UT 84121
93
Wealthminder
score

Jordan Deru (CRD# 5895847) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 7 years of experience in the finance industry.

9
Kevin V. Grow
CRD#: 1660966
3165 East Millrock Drive Suite 340, Holladay, UT 84121
93
Wealthminder
score

Kevin Grow (CRD# 1660966) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 30 years of experience in the finance industry.

10
Scott M. Kimball
CRD#: 5672433
3165 East Millrock Drive Suite 340, Holladay, UT 84121
93
Wealthminder
score

Scott Kimball (CRD# 5672433) is an Investment Advisor Representative working at First Western Advisors in Holladay, UT and has over 7 years of experience in the finance industry.

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