Jordan
Eyre
Olympus Wealth Management, LLC
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About this Advisor
Jordan Eyre is a certified financial planner who works in Midvale, Utah with a total of 5 years of relevant experience. Eyre currently works for Olympus Wealth Management, LLC. During their career, Eyre has held roles at Olympus Wealth Management, Progressive Leasing, Diversify, Inc, University Of Utah and Utah Valley University. Eyre holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Idaho, Texas, Utah and Wyoming. Olympus Wealth Management, LLC is a registered investment business headquartered in Midvale, UT. It oversees $788 million in total assets across its 586 client accounts, making it one of the bigger firms in the nation by assets under management. The firm serves three charities and foundations. Of its 586 customer accounts, 65% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely depend on which services the firm provides the client. However, fee types billed by Olympus Wealth Management, LLC can consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Olympus Wealth Management, LLC Brokerage Details
$787,732,646
17
586
$1,344,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jordan Eyre Work History
Jordan has been registered as a financial advisor for 5 years.*
Olympus Wealth Management
Olympus Wealth Management
Diversify, Inc
Utah Valley University
Progressive Leasing
University Of Utah
*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 Jordan Eyre 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 Olympus Wealth Management, LLC
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
Midvale, UT
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.
