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Dan Eugene Jessop

Andina Family Offices

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About Dan Eugene Jessop

Dan Jessop is a financial advisor who is currently registered with Andina Family Offices and Connect Financial. Dan holds a Series 6, Series 63, Series 65 and SIE license. Dan has been in the financial industry since 2012, and has a history of working with clients in a variety of capacities, including providing financial planning, portfolio management and investment advisory services. Dan Jessop specializes in working with high net worth individuals, pooled investment vehicles, and corporations or other businesses.

Firm Information

Dan Jessop is currently registered with Andina Family Offices. Andina Family Offices is a registered investment advisor located in LEHI, UT. The firm has 6 licensed agents, 9 investment advisor representatives and 11 investment advisory functions. They manage approximately $808,470,832 in client assets and primarily serve high-net-worth individuals, pooled investment vehicles, and corporations/businesses. Their services include financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
Andina Family Offices

THANKSGIVING BUSINESS PARK

LEHI, UT 84043

$808.47M

Assets Under Management

1

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dan Jessop’s Registration & Firm History

UT

04/08/2022 - Present

Andina Family Offices (LEHI UT)

UT

08/18/2015 - 03/28/2019

ALLEGIS INVESTMENT SERVICES, LLC (Providence UT)

UT

01/24/2012 - 12/31/2013

ONEAMERICA SECURITIES, INC. (LOGAN UT)

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Licenses & Designations

IA

Issued 08/27/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dan Eugene Jessop.
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