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JK
CFP
JK
CFP

Jeffrey Kemp

Lefavi Wealth Management
14 Years of Experience
Salt Lake City, UT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Kemp is a CFP-designated registered investment advisor at Lefavi Wealth Management, based in Salt Lake City, UT, with 14 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 576 clients with $440M in assets under management.

Lefavi Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
576 clients
Average Client Portfolio
$773K average
Assets Under Management
$445.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard annual fee is 1.00%, negotiable up to 1.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2323 Foothill Dr., Suite 100, Salt Lake City, UT, 84109

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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

Jeffrey is a Venture Advisor for Boy Scouts of America and a Member/President of the School Land Trust Committee. He is also an independent insurance agent selling fixed insurance products full-time, and a sole proprietor/owner of Pinnacle Financial Planning, a shell company not currently being used.

Employment History
Current Registrations
Lefavi Wealth Management
January 2024 - Present · 2 yrs 9 mos
Bruce A. Lefavi Securities, INC.Broker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Lefavi Wealth Management
July 2018 - December 2023 · 5 yrs 5 mos
Raymond James & Associates, INC.
October 2017 - July 2018 · 9 mos
Raymond James & Associates, INC.Broker
October 2017 - July 2018 · 9 mos
Voya Financial Advisors, INC.
September 2017 - October 2017 · 1 mo
Voya Financial Advisors, INC.Broker
September 2017 - October 2017 · 1 mo
TD Ameritrade Investment Management, LLC
November 2011 - June 2017 · 5 yrs 7 mos
TD Ameritrade, INC.
November 2011 - June 2017 · 5 yrs 7 mos
TD Ameritrade, INC.Broker
October 2011 - June 2017 · 5 yrs 8 mos
State Registrations12 states
AZCACOIDNVNYORTXUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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