John M. Terrion

TERRION ADVISORS

Sandy, UT 84070

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CRD#: 4054437

Professional summary

John Michael Terrion, CFP®, who also goes by Michael Terrion, is a registered financial advisor currently at TERRION ADVISORS, INC. located in Sandy, Utah.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 4 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Terrion

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

John M. Terrion, through a holding company, owns Terrion Insurance Agency, Inc. (relationship began May 1998) and Franz & Associates Insurance, Inc. (relationship began May 1998) , both of which are insurance agencies, and SBSP Investment Properties, LLC (relationship began June 2005), a financier of insurance policy premiums. In his capacity of owner and agent of Terrion Insurance Agency, Franz & Associates Insurance, or SBSP Investment Properties; our management personnel may recommend to the advisory clients of Terrion Advisors, Inc. the products and services of such entities, in which case such entities will earn a separate fee for the sale of such products or the provision of such services. While insurance product or service recommendations may be made to advisory clients, no client is obligated to accept such recommendations and clients may choose any other insurance agent or company of their choice. None of these entities are investment-related. All three are located at: 8307 S. 700 E., Sandy UT 84070 Less than six hours per week are devoted to the other business in aggregate these hours are typically during securities trading hours. Duties are related to management, accounting and minor sales and service activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Terrion's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 7, 2008 - Present

TERRION ADVISORS, INC.

Office #1: 8307 S. 700 E., Sandy, UT 84070

RIA

CRD#: 145254

Sandy, UT

Past

January 23, 2004 - December 17, 2007

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

SANDY, UT

Past

January 23, 2004 - December 17, 2007

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

SANDY, UT

Past

November 6, 2001 - January 23, 2004

OSAIC FA, INC.

RIA

CRD#: 3978

SALT LAKE CITY, UT

Past

June 6, 2001 - January 23, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 6, 2001 - January 23, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/1/2021)

IAR

Utah
(1/7/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/10/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/28/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/5/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TERRION ADVISORS, INC.

FRANZ AND ASSOCIATES INSURANCE, INC. | TERRION INSURANCE AGENCY, INC. | TERRION ADVISORS, INC. | SBSP INVESTMENT PROPERTIES, LLC

CRD#: 145254 / SEC#:

California

Registered Investment Advisory firm - (4/5/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2021 Conditional Restricted)

Utah

Registered Investment Advisory firm - (1/7/2008 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

8307 S. 700 E., Sandy, UT 84070

Mailing Address

Phone number

(801) 562-8844

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 24,204,227

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John M. Terrion

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Terrion's CRS (Customer Relationship Summary).

Certified licenses

Experience

TERRION ADVISORS, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/10/2001

Series 7

Date: 10/28/2001

Series 6

Date: 6/5/2001

Current Firm

TERRION ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TERRION ADVISORS, INC.

TRUST BUT VERIFY

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