SJ
CFP
SJ
CFP

Sharla J Jessop

31 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
778 clients
Average Client Portfolio
$395K average
Assets Under Management
$307.1M

Fee Structure

Minimum Investment:None
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Location

102 S. 200 E., Suite 100, Salt Lake City, UT, 84111

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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.

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Other Business ActivitiesSells Insurance

Sharla is an insurance agent with Smedley Financial Services since 1994, providing life, health, and variable contract insurance solutions, dedicating minimal time to this. Sharla is also the President and Advisor Representative for Smedley Financial Services, Inc., an independent RIA, spending nearly full-time on this role.

Employment History
Current Registrations
Smedley Financial Services INC
July 1994 - Present · 31 yrs 7 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - October 2025 · 1 yr 4 mos
Securities America, INC.Broker
March 1994 - June 2024 · 30 yrs 3 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.