BM
Brad J. Myers
LONE PEAK ADVISERS
Draper, UT 84020-7150
Some features on this profile are disabled
CRD#: 4171462
BM
Professional summary
Brad Jedd Myers is a registered financial advisor currently at LONE PEAK ADVISERS located in Draper, Utah and TRANSITIONAL BROKER LLC located in Draper, Utah.
Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Brad has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
GRANITE CANYON Consulting, DBA - 11/2024 to Present - South Jordan, Utah. DBA for wealth management practice that works under the RIA & BD for which I am currently registered. 2) Independent Insurance Rep, under my own name, with various insurance carriers for fixed insurance business; Not investment related 3) MDRT (Million Dollar Round Table) 325 West Touhy Ave Park Ridge IL 60068 Securities Networking, Non-Profit, Investment Related, Committee Member 10/31/2014; 8hours/Mo; 5 during trading hours. 4) DISCOVERY WEALTH MANAGEMENT LLC - Owner/Member; 06/2014 to Present; personal LLC for own personal business tax filing purposes and fixed insurance; Not Investment Related.5) Spherica-Representative, 1/1/2024 to present, non-investment related, health insurance. 6) Pepperwood Financial- 3/21/25- Present- South Jordan, Utah. DBA for wealth Management practice that works under the RIA & BD for which I am currently registered. MDRT-Volunteer; Is the business investment related: No; 325 W. Toughy Ave Park Ridge Il 60068 USA; Volunteer for an Industry related organization- Study Group; Help with meeting and study group activities; 2003-06-06; Hours per month devoted to business during trading hours: 6; Hours per month devoted to business outside trading hours: 2; Pepperwood Financial; Owner; Is the business investment related: Yes; 11650 South State Street #200 Draper UT 84020 USA; DBA used for Brad Myers; Investment advice and financial planning; 2017-08-11; Hours per month devoted to business during trading hours: 100; Hours per month devoted to business outside trading hours: 60; Fixed Insurance; Advisor; Is the business investment related: No; 11650 South State Street Draper Ut 84020 USA; Fixed insurance and Health Insurance; Help implement fixed or health insurance plans; 2001-01-01;Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Spherica- Representative; is the business investment related: No; 1124 So. South Jordan Pkwy, Suite D, South Jordan, UT 84005 USA; provider of health insurance to individuals and companies. 1/1/2024; Hours per month devoted to business during trading hours 2: Hours per month devoted to business outside trading hours: 0 Discovery Wealth Management- is the business investment related: no: 11539 South 3420 West, South Jordan, UT 84095 USA, Fixed Insurance Sales-tax reporting; Owner/member; 6/18/2013; 40 hours per month devoted to business during trading hours. Pepperwood Financial LLC ; Owner; Is the business investment related: Yes; 11650 South State Street #200 Draper UT 84020 USA; DBA used for Brad Myers; Investment advice and financial planning; 2025-03-21; Hours per month devoted to business during trading hours: 140; Hours per month devoted to business outside trading hours: 20; Website address for the organization: www.pepperwoodfin.com.
CRS (Client Relationship Summary) - RIA
Click below to view Brad Jedd Myers'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®
NoneExperience
Current
April 12, 2023 - Present
LONE PEAK ADVISERS
Office #1: 11650 South State Street Suite 200, Draper, UT 84020-7150RIA
CRD#: 296772
Draper, UT
Current
July 12, 2022 - Present
TRANSITIONAL BROKER LLC
Office #1: 11650 S. State Street, Suite 200, Draper, UT 84020Office #2: 11650 S. State Street, Suite 200, Draper, UT 84020BD
CRD#: 304313
Draper, UT
Past
July 19, 2022 - December 31, 2022
LONE PEAK ADVISERS
RIA
CRD#: 296772
DRAPER, UT
Past
August 16, 2017 - July 18, 2022
GENEOS WEALTH MANAGEMENT, INC.
RIA
CRD#: 120894
SOUTH JORDAN, UT
Past
August 15, 2017 - July 18, 2022
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
SOUTH JORDAN, UT
Past
September 3, 2008 - August 16, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
SOUTH JORDAN, UT
Past
September 3, 2008 - August 16, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
SOUTH JORDAN, UT
Past
February 17, 2004 - September 12, 2008
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
SALT LAKE CITY, UT
Past
September 12, 2003 - September 12, 2008
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
SALT LAKE CITY, UT
Past
May 9, 2003 - September 18, 2003
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
MIDVALE, UT
Past
May 24, 2000 - September 18, 2003
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LP
LONE PEAK ADVISERS
CARTOGRAPH WEALTH | STONEFIELD WEALTH | PEPPERWOOD FINANCIAL | PCRA CONNECT | LONE PEAK ADVISERS, LLC | LONE PEAK ADVISERS, INC. | LONE PEAK ADVISERS | DK FINANCIAL NETWORK
CRD#: 296772 / SEC#: 801-127627
RIA
Registered Investment Advisory firm - (3/28/2023 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/12/2022)
IAR
Arizona(4/28/2023)
RR
California(7/12/2022)
RR
Colorado(7/12/2022)
RR
Idaho(7/15/2022)
IAR
Idaho(4/12/2023)
RR
Indiana(10/12/2022)
RR
Iowa(7/12/2022)
IAR
Iowa(4/13/2023)
RR
Nevada(7/12/2022)
RR
New Mexico(7/12/2022)
RR
Oregon(10/27/2022)
IAR
Texas(4/12/2023)
RR
Texas(6/6/2024)
RR
Utah(7/12/2022)
IAR
Utah(4/12/2023)
RR
Washington(7/12/2022)
RR
Wyoming(6/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LP
LONE PEAK ADVISERS
CARTOGRAPH WEALTH | STONEFIELD WEALTH | PEPPERWOOD FINANCIAL | PCRA CONNECT | LONE PEAK ADVISERS, LLC | LONE PEAK ADVISERS, INC. | LONE PEAK ADVISERS | DK FINANCIAL NETWORK
CRD#: 296772 / SEC#: 801-127627
RIA
Registered Investment Advisory firm - (3/28/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
11650 South State Street Suite 200, Draper, UT 84020-7150
Mailing Address
Phone number
(801) 855-8886
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 743 |
| AUM (Assets Under Management) | $ 119,000,000 |
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.
