Jay T. Edgington

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CRD#: 5195132

Professional summary

Being a previously registered professional could mean that this person 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.

Jay Tyson Edgington, who also goes by Jay Edgington, was a registered financial professional .

Jay is a previously registered financial professional and started their career in finance in 2006. Jay had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jay Edgington

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.

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.

Blog Corner

CRS (Client Relationship Summary)

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

Certified licenses

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

None

Experience

Past

January 10, 2019 - June 28, 2022

ANDINA FAMILY OFFICES

RIA

CRD#: 151762

LEHI, UT

Past

December 22, 2014 - December 31, 2018

ANDINA FAMILY OFFICES

RIA

CRD#: 151762

LEHI, UT

Past

February 14, 2013 - July 17, 2014

ZIONS DIRECT, INC.

CRD#: 17776

SALT LAKE CITY, UT

Past

January 3, 2012 - July 17, 2014

ZIONS CAPITAL ADVISORS, INC.

RIA

CRD#: 131308

SALT LAKE CITY, UT

Past

August 21, 2007 - August 8, 2011

GREEN MANNING & BUNCH, LTD.

CRD#: 35120

DENVER, CO

Past

December 5, 2006 - August 23, 2007

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

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".

ANDINA FAMILY OFFICES

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

CRD#: 151762 / SEC#: 801-80633

RIA

Registered Investment Advisory firm - (12/5/2014 Approved)

California

Registered Investment Advisory firm - (1/14/2015 Terminated)

Utah

Registered Investment Advisory firm - (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.

Visual representation of state registrations

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

State Security Law Exam

IAR

Series 65

Date: 12/29/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/4/2006

General Securities Representative Examination

Current Firm

ANDINA FAMILY OFFICES

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

CRD#: 151762 / SEC#: 801-80633

RIA

Registered Investment Advisory firm - (12/5/2014 Approved)

California

Registered Investment Advisory firm - (1/14/2015 Terminated)

Utah

Registered Investment Advisory firm - (12/16/2014 Terminated)

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Contact information

Main Address

Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043

Mailing Address

Phone number

(801) 653-0564

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	3,341
AUM (Assets Under Management)	$ 1,016,634,723

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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Advisor Monitoring

Firm Stability Insights

Jay T. Edgington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ANDINA FAMILY OFFICES

ZIONS DIRECT, INC.

ZIONS CAPITAL ADVISORS, INC.

GREEN MANNING & BUNCH, LTD.

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

ANDINA FAMILY OFFICES

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/2011

Series 63

Date: 6/18/2007

Series 7

Date: 12/4/2006

Current Firm

ANDINA FAMILY OFFICES

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANDINA FAMILY OFFICES

TRUST BUT VERIFY

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