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Samuel T Jones

Samuel T. Jones

VITALITY CAPITAL MANAGEMENT
SOUTH JORDAN, UT 84095
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CRD#: 6803580
Samuel T Jones

Professional summary

Samuel T Jones, CFP®, who also goes by Sam Jones, Samuel Jones, is a registered financial advisor currently at VITALITY CAPITAL MANAGEMENT, LLC located in South Jordan, Utah.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Samuel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sam Jones | Samuel Jones

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel T Jones'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

July 15, 2020 - Present

VITALITY CAPITAL MANAGEMENT, LLC

Office #1: 10808 S River Front Parkway Suite 463, South Jordan, UT 84095
RIA
CRD#: 284276
SOUTH JORDAN, 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
(7/15/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/13/2020
Uniform Investment Adviser Law Examination

Current Firm

VC
VITALITY CAPITAL MANAGEMENT, LLC
VITALITY CAPITAL MANAGEMENT, LLC

CRD#: 284276 / SEC#:

Texas
Registered Investment Advisory firm - (6/4/2020 Conditional Restricted)
Utah
Registered Investment Advisory firm - (7/12/2016 Approved)
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Contact information

Main Address
10808 S River Front Parkway Suite 329, South Jordan, UT 84095
Mailing Address
Phone number
(801) 930-0520
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts734
AUM (Assets Under Management)$ 52,439,846

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.

Company Information

VITALITY CAPITAL MANAGEMENT, LLC

CRD#: 284276South Jordan, UT 84095

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