MJ
Michael D. Jewell
TRIVIUM CAPITAL PARTNERS
LOGAN, UT 84321
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CRD#: 7856974
MJ
Professional summary
Michael Douglas Jewell is a registered financial advisor currently at TRIVIUM CAPITAL PARTNERS, LLC located in Logan, Utah.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 exam.
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.
TRIIIO GROUP, LLC - INVESTMENT RELATED BUSINESS, 965 S. 100 W, SUITE 203, LOGAN UTAH 84321, REAL ESTATE DEVELOPMENT, CHIEF EXECUTIVE OFFICER, START DATE: 8/2020 TO PRESENT, 200 # OF HOURS DEVOTED TO THIS BUSINESS PER MONTH & 140 # OF HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS. OVERSEE OPERATIONS OF REAL ESTATE DEVELOPMENT FIRM, INCLUDING ACQUITISTIONS, PROPERTY ENTITLEMENT, CONSTRUCTION AND PROPERTY MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Douglas Jewell'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®
NoneExperience
Current
July 16, 2024 - Present
TRIVIUM CAPITAL PARTNERS, LLC
Office #1: 965 South 100 West Suite 203, Logan, UT 84321RIA
CRD#: 329786
LOGAN, 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(7/16/2024)
Current Firm
TC
TRIVIUM CAPITAL PARTNERS, LLC
TRIVIUM CAPITAL PARTNERS | TRIVIUM CAPITAL PARTNERS, LLC
CRD#: 329786 / SEC#:
Utah
Registered Investment Advisory firm - (7/16/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
965 South 100 West, Suite 203, Logan, UT 84321
Mailing Address
Phone number
(435) 881-5019
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 9,165,356 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
