Smedley Financial Services Inc.

Smedley Financial Services Inc. (CRD# 110870) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $277,685,520 in 2,090 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    2,090
    ACCOUNTS
  • Average Account Value
    $132,864
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
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 17 years of experience in the finance industry.

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 20 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 5 years of experience in the finance industry.

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 29 years of experience in the finance industry.

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 42 years of experience in the finance industry.

6
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 19 years of experience in the finance industry.

7
Parker L. Thompson
CRD#: 7256187
102 S. 200 E., Suite 100, Salt Lake City, UT 84111

Parker Thompson (CRD# 7256187) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 3 years of experience in the finance industry.

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