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).

By the Numbers
  • Total Assets Under Management
    277
    MILLION
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $133,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Other
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.

AZ, CA, CO, FL, ID, NE, NV, OR, TX, UT, VA, WA

Financial Advisors at Smedley Financial Services Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Mikal Aune
CRD#: 5139564
102 S. 200 E., Suite 100, Salt Lake City, UT 84111

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.

2
James R. Derrick
CRD#: 4145920
102 S. 200 E., Suite 100, Salt Lake City, UT 84111

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.

3
Jordan R. Hadfield
CRD#: 6911804
102 S. 200 E., Suite 100, Salt Lake City, UT 84111

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.

4
Sharla J. Jessop
CRD#: 2466568
102 S. 200 E., Suite 100, Salt Lake City, UT 84111

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.

5
Roger M. Smedley
CRD#: 733726
102 S. 200 E., Suite 100, Salt Lake City, UT 84111

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.

6
Lorayne Taylor
CRD#: 6250171
102 S. 200 E., Suite 100, Salt Lake City, UT 84111

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.

7
Shane P. Thomas
CRD#: 4707101
102 S. 200 E., Suite 100, Salt Lake City, UT 84111

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.

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