Smedley Financial Services Inc.
Smedley Financial Services Inc. (CRD# 110870) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $276,714,604 in 2,080 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management277MILLION
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Total Number of Accounts2,080ACCOUNTS
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Average Account Value$133,036
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, ID, NE, NV, OR, TX, UT, VA, WA
Mikal Aune (CRD# 5139564) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 16 years of experience in the finance industry. Mikal Aune 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.
James Derrick (CRD# 4145920) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Jordan Hadfield (CRD# 6911804) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry. Jordan Hadfield 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.
Sharla Jessop (CRD# 2466568) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 28 years of experience in the finance industry. Sharla Jessop 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.
Roger Smedley (CRD# 733726) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 40 years of experience in the finance industry. Roger Smedley 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.
Lorayne Taylor (CRD# 6250171) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry. Lorayne Taylor 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.
Shane Thomas (CRD# 4707101) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 17 years of experience in the finance industry.