Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Willard Jewett is an Investment Advisor Representative at TLG Advisors, Inc. Craig has been in the financial services industry since 2002 and has a strong background in investment management and financial planning. Craig is a Certified Financial Planner™ professional and holds the Series 6, 62, 63, and 65 licenses. Craig has worked with a variety of clients, including high-net-worth individuals, families, corporations, and non-profit organizations. Craig is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
06/19/2019 - Present
TLG Advisors, Inc. (Farmington UT)
UT
12/03/2003 - 03/29/2018
FIRST WESTERN ADVISORS (Farmington UT)
WA
03/12/2002 - 12/03/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
NY
02/13/2002 - 03/21/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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