Jeffrey Wood (CRD# 4428011) is an Investment Advisor Representative working at Elysium Wealth Management, LLC in South Jordan, UT and has over 10 years of experience in the finance industry.
CRD# 4482805
Diversify Advisory Services, LLC
CRD# 5620871
Lpl Financial LLC
CRD# 5214303
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self Employed | Saratoga Springs, UT | Feb 2022 - Current | 2 |
| Lift Financial Solutions, LLC | South Jordan, UT | Mar 2020 - Current | 4 |
| Amp Security | American Fork, UT | Apr 2011 - Jul 2021 | 10 |
| Common Sense Financial | South Jordan, UT | Jan 2017 - Feb 2020 | 3 |
| Supreme Alliance | Lancaster, KY | Mar 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- UT
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts714ACCOUNTS
-
Average Account Value$162,497
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX, UT
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