Craig
Jewett
Tlg Advisors, Inc
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About this Advisor
Craig Jewett is a certified financial planner working in Farmington, Utah who has 4 years of relevant experience. Jewett works at Tlg Advisors, Inc. Throughout their career, they have worked at City Creek Advisors, Sebus Financial Group, LLC, First Western Advisors and Tlg Advisors, Inc. Jewett maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Utah. Tlg Advisors, Inc is a registered investment business based in Littleton, CO. The company has offices in 96 locations and a total of 264 advisors. It controls $2 billion in assets between its 7,160 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 7,160 customer accounts, just 3% are associated with high-net-worth investors who have at least $1 million in investable assets. Tlg Advisors, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules vary depending on which services are offered. Fee types charged by Tlg Advisors, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,620,548,890
264
7,160
$226,334
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Craig Jewett Work History
Craig has been registered as a financial advisor for 4 years.*
Tlg Advisors, Inc
Sebus Financial Group, LLC
City Creek Advisors
First Western Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Jewett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tlg Advisors, Inc
Littleton, CO
Cleveland, OH
Littleton, CO
Littleton, CO
Pittsburgh, PA
Owings Mills, MD
Littleton, CO
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
