Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaden? Claim Your ProfileJaden Gurney is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Richfield, Utah. Jaden has been in the financial services industry for over 11 years. Jaden is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. in Utah and Texas. Prior to joining Raymond James, Jaden worked at LPL Financial LLC and Transamerica Financial Advisors, Inc., both in Utah. Jaden is a licensed Series 6, 7, and 63 representative and holds a Series 65 license. Jaden's experience includes advising clients on a wide range of financial matters, including investment planning, retirement planning, and insurance planning. Jaden is also an active member of the community.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
UT
07/31/2024 - Present
Raymond James Financial Services Advisors, Inc. (Richfield UT)
UT
08/24/2015 - 07/30/2024
LPL FINANCIAL LLC (RICHFIELD UT)
UT
02/13/2013 - 09/04/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (HURRICANE UT)
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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