Jeffrey Brimhall, financial advisor Salt Lake City UT
96 score

Jeffrey Brimhall

CRD Number: 5973171
Current Firm: Financial Planning Office, LLC

Jeffrey Brimhall (CRD# 5973171) is an Investment Advisor Representative working at Financial Planning Office, LLC in Salt Lake City, UT and has over 6 years of experience in the finance industry. Jeffrey Brimhall 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.

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Professional Designations
Company Name Location Dates Years
Blue Barn Wealth, LLC Provo, UT Mar 2016 - Current 2
Soltis Investment Advisors, LLC St George, UT Jul 2011 - May 2016 4
Case Western Reserve University Cleveland, OH Aug 2008 - Jun 2011 2
National City Private Client Group Cleveland, OH Jul 2007 - Jul 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Jeffrey T. Brimhall
Phone Number: (801) 466-4101
Firm Website: http://fpoffice.com/
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $337,594
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
Types of Clients
Registered States

UT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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