Daniel Jeppson is a registered investment advisor, based in Salt Lake City, UT, with 28 years of industry experience.
Location
6465 S 3000 E, Ste 200, Salt Lake City, UT, 84121
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is president of Investment Management Consultants and an advisory representative of CIRA. He also owns a commercial real estate LLC and rents out a timeshare, and works as an independent insurance agent for various companies, dedicating minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
First Western Advisors
First Western AdvisorsBroker
State Registrations38 states
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