JT
Jon D. Tingey
TINGEY ADVISORS
MIDVALE, UT 84047
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CRD#: 4369207
JT
Professional summary
Jon Davis Tingey is a registered financial advisor currently at TINGEY ADVISORS INC located in Midvale, Utah.
Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jon has worked at 1 firm .
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.
CFA SOCIETY OF SALT LAKE - THE LOCAL SOCIETY OF CFA INSTITUTE, A GLOBAL NONPROFIT MEMBER ORGANIZATION OF FINANCIAL ANALYSTS, PORTFOLIO MANAGERS AND OTHER INVESTMENT PROFESSIONALS. MEMBER SINCE 1995.
GRANITE EDUCATION FOUNDATION - DIRECTOR OF THIS PRIVATE FOUNDATION WHOSE MISSION IS TO FURTHER THE EDUCATION OF CHILDREN AND SUCCESS OF TEACHERS IN THE GRANITE SCHOOL DISTRICT. 2500 SOUTH STATE STREET D-108, SALT LAKE CITY, UT 84115
MOUNT OLYMPUS VOLLEYBALL CLUB, LLC - OWNER OF A RECREATIONAL VOLLEYBALL CLUB FOR GIRLS.
CRS (Client Relationship Summary) - RIA
Click below to view Jon Davis Tingey'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 29, 1999 - Present
TINGEY ADVISORS INC
Office #1: 948 East 7145 South C-101, Midvale, UT 84047RIA
CRD#: 107539
MIDVALE, UT
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".
TA
TINGEY ADVISORS INC
CANNON TINGEY INVESTMENT ADVISORS INC | TINGEY ADVISORS INC
CRD#: 107539 / SEC#: 801-88169
RIA
Registered Investment Advisory firm - (4/8/2015 Approved)Utah
Registered Investment Advisory firm - (12/21/2015 Terminated)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
Utah(4/29/1999)
Exams
Current Firm
TA
TINGEY ADVISORS INC
CANNON TINGEY INVESTMENT ADVISORS INC | TINGEY ADVISORS INC
CRD#: 107539 / SEC#: 801-88169
RIA
Registered Investment Advisory firm - (4/8/2015 Approved)Utah
Registered Investment Advisory firm - (12/21/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2101 East Murray-holladay Road Suite 200, Salt Lake City, UT 84117
Mailing Address
Phone number
(801) 352-8166
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 361 |
| AUM (Assets Under Management) | $ 385,013,420 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
