Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Sterling J
Series 66
South Jordan, UT
Colwyn Investments LC
Sterling Jack is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with Colwyn Investments LLC since 2014. Outside of his advisory work, he is involved in non-investment activities as a tour guide for Historic LDS Tours and teaches business classes. Colwyn Investments is an independent, single-advisor firm that provides discretionary portfolio management and comprehensive financial planning to individuals, businesses, and non-profit clients. The firm manages approximately $61.2 million in assets and emphasizes fundamental analysis with technical tools to tailor asset allocation and diversification according to client objectives and risk tolerances.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters