John D. Coles

LONE PEAK CAPITAL MANAGEMENT

DRAPER, UT 84020

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CRD#: 6328737

Professional summary

John Darren Coles, who also goes by Darren Coles, J. Darren Coles, is a registered financial advisor currently at LONE PEAK CAPITAL MANAGEMENT, LLC located in Draper, Utah.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Darren Coles | J. Darren Coles

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.

Legacy Planning Group Nature of Business: Financial Services or Advisor Activities not through H. Beck, Inc Investment Related:Yes Position Held/Duties:Investment Advisor Representative Ownership:0% Number of Hours Month: 40 Address: 11650 South State Street Ste 102 Draper, UT 84020 Description of Business: Fee Based Asset Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Darren Coles'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®

None

Experience

Current

January 30, 2017 - Present

LONE PEAK CAPITAL MANAGEMENT, LLC

Office #1: 11650 South State Street Suite 102, Draper, UT 84020

RIA

CRD#: 284298

DRAPER, UT

Past

August 19, 2014 - December 31, 2018

LEGACY PLANNING GROUP

RIA

CRD#: 145130

DRAPER, UT

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
(1/30/2017)

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: 8/19/2014

Uniform Investment Adviser Law Examination

Current Firm

LONE PEAK CAPITAL MANAGEMENT, LLC

CRD#: 284298 / SEC#:

Utah

Registered Investment Advisory firm - (1/24/2017 Approved)

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Contact information

Main Address

2901 Bluegrass Blvd Suite 200, Lehi, UT 84043

Mailing Address

Phone number

(801) 855-5669

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	45
AUM (Assets Under Management)	$ 7,658,495

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John D. Coles

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Darren Coles's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONE PEAK CAPITAL MANAGEMENT, LLC

LEGACY PLANNING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2014

Current Firm

LONE PEAK CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONE PEAK CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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