Dan E. Jessop

ANDINA FAMILY OFFICES

Lehi, UT 84043

Some features on this profile are disabled

CRD#: 6010160

Professional summary

Dan Eugene Jessop is a registered financial advisor currently at ANDINA FAMILY OFFICES located in Lehi, Utah and CONNECT FINANCIAL ADVISORS located in Providence, Utah.

Dan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Dan has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

04/2019 - Present/Jessop Insurance and Retirement Services, Inc./investment-related/Providence, UT/Owner/DBA/40 hours per month and during trading hours 10/2019 - Present: JESSOP REAL ESTATE;NON-INVESTMENT RELATED; 430 W 465 N, PROVIDENCE, UT 84332; RENTAL PROPERTIES; OWNER; 8 HRS PER MONTH, 8 HRS PER MONTH DURING TRADING, Own Jessop Real Estate, LLC: Renting out office space 04/2021 - Present: SUMMIT GROUP WEALTH ADVISORS; INVESTMENT-RELATED; 181 E 1600 N, LOGAN, UT 84341; FINANCIAL PLANNING & INVESTING BUSINESS; SOLICITOR; 1 HR PER MONTH, 1 HR PER MONTH DURING TRADING Insurance agent: selling Medicare, life Insurance, Long-Term-Care insurance, Annuities. Also sell other ancillary insurance such as Dental, Vision, Hearing, cancer, hospital indemnity plans. Solicitor agreement with DFPG

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dan Eugene Jessop's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 8, 2022 - Present

ANDINA FAMILY OFFICES

Office #1: Thanksgiving Business Park 2600 Executive Parkway, Suite 451, Lehi, UT 84043

RIA

CRD#: 151762

Lehi, UT

Current

October 21, 2022 - Present

CONNECT FINANCIAL ADVISORS

Office #1: 530 W 465 N, Ste 707, Providence, UT 84332

RIA

CRD#: 321212

Providence, UT

Past

March 17, 2021 - June 2, 2022

CORE CAPITAL WEALTH MANAGEMENT, LLC

RIA

CRD#: 307220

PROVIDENCE, UT

Past

July 24, 2018 - July 1, 2019

ADAMS WEALTH ADVISORS

RIA

CRD#: 286087

LOGAN, UT

Past

August 18, 2015 - March 28, 2019

ALLEGIS INVESTMENT SERVICES, LLC

CRD#: 168557

Providence, UT

Past

August 4, 2015 - July 19, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

LOGAN, UT

Past

February 9, 2015 - June 29, 2015

STRATOS WEALTH PARTNERS, LTD

RIA

CRD#: 153184

LOGAN, UT

Past

August 29, 2013 - December 31, 2013

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

LOGAN, UT

Past

January 24, 2012 - December 31, 2013

ONEAMERICA SECURITIES, INC.

CRD#: 4173

LOGAN, 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".

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.

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
(4/8/2022)

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: 8/27/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/4/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/23/2012

Investment Company Products/Variable Contracts 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)

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

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.

Similar Advisors

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dan E. Jessop

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dan Eugene Jessop's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONNECT FINANCIAL ADVISORS

CORE CAPITAL WEALTH MANAGEMENT, LLC

ADAMS WEALTH ADVISORS

ALLEGIS INVESTMENT SERVICES, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

STRATOS WEALTH PARTNERS, LTD

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

Primary Firm SEC Registration

ANDINA FAMILY OFFICES

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2013

Series 63

Date: 4/4/2012

SIE

Date: 10/1/2018

Series 6

Date: 1/23/2012

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

Similar Advisors