John D. Coles
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Darren Coles's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2017 - Present
LONE PEAK CAPITAL MANAGEMENT, LLC
Office #1: 11650 South State Street Suite 102, Draper, UT 84020August 19, 2014 - December 31, 2018
LEGACY PLANNING GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2017)
Current Firm
LONE PEAK CAPITAL MANAGEMENT, LLC
CRD#: 284298 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 7,658,495 |
Red Flags
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