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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 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
Connect Financial Advisors charges a fee based on the value of your portfolio. The exact fee is negotiated with each client and falls within a range of 0.50% to 2.00% per year. The fee is calculated and charged monthly in advance. The factors used to determine the advisory fee include the number of accounts, the size of the relationship, whether the account is actively or passively managed, and the frequency of reviews.
Location
1300 N 200 E, Suite 112, Logan, UT, 84341
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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
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.