Jamestown Wealth Management LLC

Jamestown Wealth Management LLC (CRD# 150365) is a financial advisory firm headquartered in Provo, UT. They manage $15,250,000 in 140 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $108,929
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

UT

Financial Advisors at Jamestown Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Nathan R. Frederico
CRD#: 5616807
3651 North 100 East, Ste 300, Provo, UT 84604
93
Wealthminder
score

Nathan Frederico (CRD# 5616807) is an Investment Advisor Representative working at Jamestown Wealth Management LLC in Provo, UT and has over 8 years of experience in the finance industry.

2
John W. Buckley
CRD#: 6070154
3651 North 100 East, Ste 300, Provo, UT 84604
90
Wealthminder
score

John Buckley (CRD# 6070154) is an Investment Advisor Representative working at Jamestown Wealth Management LLC in Provo, UT and has over 4 years of experience in the finance industry.

3
Brenton M. Ripley
CRD#: 4258406
3651 North 100 East, Ste 300, Provo, UT 84604
83
Wealthminder
score

Brenton Ripley (CRD# 4258406) is an Investment Advisor Representative working at Jamestown Wealth Management LLC in Provo, UT and has over 16 years of experience in the finance industry.

4
Gary R. Robinson
CRD#: 3066224
3651 North 100 East, Ste 300, Provo, UT 84604
83
Wealthminder
score

Gary Robinson (CRD# 3066224) is an Investment Advisor Representative working at Jamestown Wealth Management LLC in Provo, UT and has over 18 years of experience in the finance industry.

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