![Jeremy Aleman, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
Jeremy Aleman (CRD# 7534455) is an Investment Advisor Representative working at Capital Wealth Advisors, LLC in Lehi, UT and has 1 year of experience in the finance industry.
![Kevin Larson, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
CRD# 4683570
Cetera Investment Advisers LLC
![Paul Winter, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
CRD# 1870699
Five Seasons Financial Planning LLC
![Alec Abbott, financial advisor Lehi UT](/img/ws/profile-blank-sq.png)
CRD# 1414999
The Norden Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Capital Wealth Advisors, LLC | Lehi, UT | Apr 2024 - Current | < 1 |
Black Rock Pro Concrete | Fillmore, UT | Oct 2023 - Apr 2024 | < 1 |
Teton Wealth Group, LLC | Murray, UT | May 2021 - Oct 2023 | 2 |
Alpine Lawns | Cedar City, UT | Apr 2018 - May 2021 | 3 |
Downtown Furniture | Cedar City, UT | Aug 2017 - Jul 2018 | < 1 |
Whiteriver Academy | Delta, UT | Jun 2017 - Aug 2017 | < 1 |
Chevron | Fillmore, UT | May 2017 - Jun 2017 | < 1 |
Havenwood Academy | Cedar City, UT | Aug 2016 - May 2017 | < 1 |
Alternative Energy Dev. | Fillmore, UT | May 2016 - Aug 2016 | < 1 |
Utah State University | Logan, UT | Sep 2015 - May 2016 | < 1 |
Alternative Energy Dev | Fillmore, UT | Jul 2015 - Sep 2015 | < 1 |
Church Of Jesus Christ Of Latter-day Saints | Accra, | Jun 2013 - Jul 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- UT
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts475ACCOUNTS
-
Average Account Value$84,662
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, ID, TX, UT
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