linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jolyn Whittaker

Trek Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jolyn? Claim Your Profile

About Jolyn Whittaker

Jolyn Whittaker is an Investment Advisor Representative with Trek Financial. Jolyn Whittaker is registered with the state of Utah. Jolyn Whittaker has been in the industry since 2018. In addition to her current position, Jolyn Whittaker is also the CFO/Treasurer of Discount Manufacturing & Distributing Inc., and the CFO/Treasurer of Kids Village Workshop Inc., both non-investment related. Jolyn Whittaker is also a sole proprietor, preparing business and individual tax returns. Jolyn Whittaker specializes in providing financial planning, pension consulting, educational seminars, portfolio management for individuals, and consulting services.

Firm Information

Jolyn Whittaker is currently registered with Trek Financial. Trek Financial, headquartered in Scottsdale, Arizona, is an independent financial advisory firm serving a diverse clientele, including individuals, families, businesses, non-profits, and retirement plans. With over 51 licensed agents and 3 investment advisor representatives, Trek Financial provides a comprehensive range of financial services, including financial planning, pension consulting, portfolio management, educational seminars, and selection of other advisors. The firm manages over $2.2 billion in assets for its clients, and has a strong focus on providing personalized financial guidance and wealth management solutions.
Trek Financial

8355 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$2.26B

Assets Under Management

Not reported

Total Clients

62

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jolyn Whittaker’s Registration & Firm History

UT

04/09/2018 - Present

Trek Financial (Spanish Fork UT)

Not sure if Jolyn Whittaker is right for you?

Licenses & Designations

IA

Issued 03/06/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jolyn Whittaker.
Not sure if Jolyn Whittaker is right for you?