Jolyn
Whittaker
Trek Financial
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About this Advisor
Jolyn Whittaker is a financial advisor based in Spanish Fork, Utah, working with Trek Financial. Jolyn has previously held positions at Trek Financial, Discount Manufacturing & Distributing Inc, and Kids Village Workshop Inc. Jolyn has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Jolyn is part of Trek Financial, which operates out of Spanish Fork, Utah. The firm has 32 offices and 55 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Trek Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$2,260,449,578
55
4,584
$493,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jolyn Whittaker Work History
Trek Financial
Discount Manufacturing & Distributing Inc
Kids Village Workshop Inc
Disclosures
Please visit the SEC profile of Jolyn Whittaker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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