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JE

Jay Tyson Edgington

CRD# 5195132·Registered 2006 - 2022
Previously Registered: Being a previously registered professional could mean that Jay is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jay Tyson Edgington, who also goes by Jay Edgington, was a registered financial advisor. Jay was a previously registered financial professional and started their career in finance 2006 - 2022. Jay had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jay Edgington

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

Past

ANDINA ADVISORSPast·CRD# 151762
RIA
Lehi, UT
January 10, 2019 - June 28, 2022
ANDINA ADVISORSPast·CRD# 151762
RIA
Lehi, UT
December 22, 2014 - December 31, 2018
ZIONS DIRECT, INC.Past·CRD# 17776
BD
Salt Lake City, UT
February 14, 2013 - July 17, 2014
ZIONS CAPITAL ADVISORS, INC.Past·CRD# 131308
RIA
Salt Lake City, UT
January 3, 2012 - July 17, 2014
GREEN MANNING & BUNCH, LTD.Past·CRD# 35120
BD
Denver, CO
August 21, 2007 - August 8, 2011
CREDIT SUISSE SECURITIES (USA) LLCPast·CRD# 816
BD
New York, NY
December 5, 2006 - August 23, 2007

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Current Firm

AA
ANDINA ADVISORS

ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS

CRD#: 151762 / SEC#: 801-80633
RIA
Registered Investment Advisory firm - SEC (12/5/2014 Approved)
California
Registered Investment Advisory firm - California (1/14/2015 Terminated)
Utah
Registered Investment Advisory firm - Utah (12/16/2014 Terminated)
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).

Contact Information

Main Address

1300 N 200 E Suite 112, Logan, UT 84341

Phone Number

(435) 250-3700

# of Employees

13

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANDINA FORM ADV PART 2A DISCLOSURE BROCHURE JULY 2026 (7/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,262

AUM (Assets Under Management)

$1,261,450,515

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

PARTNER, QIVIUT FARMS, LLC: PART OWNER IN FARM LAND LOCATED IN ASHTON, IDAHO. THE LLC IS AN ACTIVE ENTITY AND RECEIVES INCOME FROM CRP (GOVERNMENT DISTRIBUTION). THERE IS A SMALL EXPENSE TO CONTINUE OPERATIONS. I SPEND APPROXIMATELY 10 HOURS A YEAR ON BEHALF OF THE ENTITY. NAME: KINSALE PARTNERS, LLC; INV REL: NO; ADDRESS: 2972 WEST MAPLE LOOK DRIVE, SUITE 202, LEHI, UT 84043; NATURE: KINSALE IS A BUSINESS CONSULTING FIRM PROVIDING STRATEGIC CONSULTING, VALUATION SERVICES, AND MERGERS & ACQUISITION ADVICE.; POSITION: MANAGING MEMBER; START DATE: 3/2015 - PRESENT; HR/WK: 30 HRS.

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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".
AA
ANDINA ADVISORS

ALBION CAPITAL MANAGEMENT, LLC | ANDINA FAMILY OFFICES | ANDINA CAPITAL MANAGEMENT, LLC | ANDINA ADVISORS

CRD#: 151762 / SEC#: 801-80633
RIA
Registered Investment Advisory firm - SEC (12/5/2014 Approved)
California
Registered Investment Advisory firm - California (1/14/2015 Terminated)
Utah
Registered Investment Advisory firm - Utah (12/16/2014 Terminated)
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).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2007About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Dec 2006About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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