Dan Jessop is a registered investment advisor at Connect Financial Advisors, based in Logan, UT, with 11 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 518 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable between 0.50% and 2.00% annually based on account size, number of accounts, and management style, and are billed monthly in advance.
Fee Estimator
Location
1300 N 200 E, Suite 112, Logan, UT, 84341
Get directionsHistory
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
Dan owns Jessop Insurance and Retirement Services, Inc. and Jessop Real Estate, LLC, and has a solicitor agreement with Summit Group Wealth Advisors. He also sells various insurance products, including Medicare, life insurance, long-term care insurance, and annuities.
Employment History
Current Registrations
Connect Financial Advisors
Andina Family Offices
Previous Registrations
Core Capital Wealth Management, LLC
Adams Wealth Advisors
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Stratos Wealth Partners, LTD
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
State Registrations1 state
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
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