Jeffrey
Brimhall
Blue Barn Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffrey Brimhall is a certified financial planner and chartered financial analyst who works in Orem, Utah, with 6 years of relevant experience. Brimhall works at Blue Barn Wealth. Brimhall has gained experience at Soltis Investment Advisors, LLC, Blue Barn Wealth, LLC, Financial Planning Office, LLC and Force For Good Financial, LLC And Hjb Wealth Management, LLC. Brimhall maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Texas and Utah. Blue Barn Wealth is a registered investment firm that has its headquarters in Orem, UT. The firm has a total of six financial advisors. It manages $277 million in total assets among its 662 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 662 accounts, 34% are held by high-net-worth investors who have at least $1 million in assets. Blue Barn Wealth provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely depend on the type of financial services provided. Fee types charged by Blue Barn Wealth likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Blue Barn Wealth Brokerage Details
$276,546,269
6
662
$417,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Brimhall Work History
Jeffrey has been registered as a financial advisor for 6 years.*
Force For Good Financial, LLC And Hjb Wealth Management, LLC
Blue Barn Wealth, LLC
Financial Planning Office, LLC
Blue Barn Wealth, LLC
Soltis Investment Advisors, LLC
*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 Jeffrey Brimhall 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 Blue Barn Wealth
Orem, UT
Orem, UT
Orem, UT
Orem, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
