Dan Eugene Jessop

10 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningInsurance PlanningEstate PlanningBusiness OwnersHigh Net Worth

Connect Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

496 clients

Average Client Portfolio

$118K average

Assets Under Management

$58.6M

Fee Structure

Minimum Investment:None

Location

Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Dan owns Jessop Insurance and Retirement Services, Inc. and Jessop Real Estate, LLC, and has a solicitor agreement with Summit Group Wealth Advisors. He also sells various insurance products, including Medicare, life insurance, long-term care insurance, and annuities.