Dan
Jessop
Andina Family Offices
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About this Advisor
Dan Jessop is a financial advisor who works out of Lehi, Utah, with 1 year of relevant experience. Jessop currently works for Andina Family Offices. The advisor has gained experience at Jessop Retirement Services, Allegis Financial Partners, Andina Capital Management, LLC, Connect Financial LLC, Oneamerica Securities, Inc, Stratos Wealth Partners, LTD, Core Capital Wealth Management, LLC, Adams Wealth Advisors, Allegis Investment Services, LLC and Allegis Investment Advisors, LLC. Jessop maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Utah. Andina Family Offices is a registered investment business that has its headquarters in Lehi, UT. The firm has offices in two locations and a total of 17 advisors. It manages $642 million in total assets across its 1,676 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 1,676 customer accounts, 22% are held by high-net-worth individuals who have more than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types billed by Andina Family Offices most likely are comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Andina Family Offices Brokerage Details
$642,123,815
17
1,676
$383,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Dan Jessop Work History
Dan has been registered as a financial advisor for 1 years.*
Andina Capital Management, LLC
Connect Financial LLC
Jessop Retirement Services
Core Capital Wealth Management, LLC
Adams Wealth Advisors
Stratos Wealth Partners, LTD
Allegis Investment Services, LLC
Allegis Investment Advisors, LLC
Oneamerica Securities, Inc
Allegis Financial Partners
*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 Dan Jessop 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 Andina Family Offices
Vernal, UT
Lehi, UT
Providence, UT
Lehi, UT
Lehi, UT
Lehi, UT
Logan, UT
Lehi, 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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