Cuso Financial Services, L.P

Investment Advisor
in West Valley City, UT

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About this Advisor

Jordan Palmer is a financial advisor working out of West Valley City, Utah who has 1 year of relevant experience. Palmer is an employee of Cuso Financial Services, L.P. During their career, Palmer has held roles at Fidelity Brokerage Services, LLC, Palmer Book Keeping, LLC, Progressive Leasing, LLC, Momentum Business Concepts, Comcast Cable Corporation, Complex Fabricators Corporation, Mexico City East Mission, Fidelity Personal And Workplace Advisors, Mass Mutual Life Insurance Company, Mml Investors Services, Pruco Securities, LLC, Prudential Insurance Company Of America and Cuso Financial Services, Lp. Palmer has Series 66 and Series 63 licenses, qualifying them as a securities representative, and is able to advise clients in Utah. Cuso Financial Services, L.P is a business based in San Diego, CA. The firm has offices in 977 locations and a total of 803 financial advisors. It administers $4 billion in assets among its 25,992 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 13 charitable organizations. Of its 25,992 accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Cuso Financial Services, L.P can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

1 year

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

Office Location

3999 West Parkway Blvd.
West Valley City, UT 84120

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Cuso Financial Services, L.P Brokerage Details

Total Assets Under Management


UT Average: $7,578,581,321
Total Number of Employees


UT Average: 43
Total Number of Accounts


UT Average: 3,727
Average Account Size


UT Average: $2,033,427

Investment Advisory Services

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

Jordan Palmer Work History

Jordan has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Cuso Financial Services, Lp

2020 - 2022 (2 years)

Pruco Securities, LLC

2020 - 2022 (2 years)

Prudential Insurance Company Of America

2019 - 2020 (1 year)

Mass Mutual Life Insurance Company

2019 - 2020 (1 year)

Mml Investors Services

2018 - 2018 (< 1 year)

Fidelity Personal And Workplace Advisors

2016 - 2018 (2 years)

Fidelity Brokerage Services, LLC

2016 - 2016 (< 1 year)

Palmer Book Keeping, LLC

2016 - 2016 (< 1 year)

Progressive Leasing, LLC

2016 - 2016 (< 1 year)

Momentum Business Concepts

2013 - 2016 (3 years)

Comcast Cable Corporation

2013 - 2013 (< 1 year)

Complex Fabricators Corporation

2011 - 2013 (2 years)

Mexico City East Mission

*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.


Please visit the SEC profile of Jordan Palmer 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 Cuso Financial Services, L.P

Ruthanne Monteleone
Downingtown, PA
David Kimura
San Diego, CA
Kelly Rhine
San Diego, CA
Christopher Ellis
Los Angeles, CA
Ricky Hoskins
San Diego, CA
Michael Galvin
Quincy, MA
Michelle Poturich
Corvallis, OR
Lolla Long
Riverside, CA

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

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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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