Jeffrey Teran is a CFP-designated registered investment advisor, based in Holladay, UT, with 20 years of industry experience.
Location
6405 South 3000 East, Suite 250, Holladay, UT, 84121
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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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Jeffrey is an associate/employee at First Western Advisors, where he is involved in financial planning and management team activities. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2019 - Present · 6 yrs 6 mos
Raymond James Financial Services Advisors, INC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
First Western Advisors
January 2007 - November 2019 · 12 yrs 10 mos
First Western AdvisorsBroker
December 2005 - February 2020 · 14 yrs 2 mos
State Registrations18 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.