Jonathan
Clark

Fiduciary Advisors, LLC

CRD#5539580
Investment Advisor
in Midvale, UT

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About this Advisor

Jonathan Clark is a financial advisor based in Midvale, Utah, working with Fiduciary Advisors, LLC. Jonathan has previously held positions at Metlife Securities Inc, Professional Capital Services, Efficient Advisors, and Fiduciary Advisors, LLC. Jonathan has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jonathan is part of Fiduciary Advisors, LLC, which operates out of Midvale, Utah. The firm has 3 employees and manages assets totaling $402.7 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Fiduciary Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7090 South Union Park Avenue Suite 650
Midvale, UT 84047

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Fiduciary Advisors, LLC Brokerage Details

Total Assets Under Management

$402,710,963

UT Average: $693,624,108
Total Number of Employees

3

UT Average: 12
Total Number of Accounts

9

UT Average: 1,115
Average Account Size

$44,745,663

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jonathan Clark Work History

2016 - Present (8 years)

Efficient Advisors

2016 - Present (8 years)

Fiduciary Advisors, LLC

2011 - Present (13 years)

Professional Capital Services

2009 - Present (15 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Jonathan Clark 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 Fiduciary Advisors, LLC

Jonathan Clark
Midvale, UT
Christopher Mautz
Midvale, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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