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John N

Series 63, Series 66

Murray, UT

LPL Financial

John Neuenswander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior work includes roles at Jordan Investment Services, Jordan Credit Union, Cetera Advisor Networks, Cetera Wealth Services, Equitable Advisors, and CUNA Brokerage Services. He has also been involved in non-variable insurance as a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William J

Series 63, Series 66

Murray, UT

LPL Financial

William Jaques is a financial advisor with LPL Financial in Murray, Utah, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Mountain West Retirement Advisors LLC, Cetera Advisor Networks LLC, Allegis Advisors, Inc., and Mountain West Pensions, Inc. He is involved with Mountain West Retirement Advisors LLC and Mountain West Pensions, Inc., which operate alongside his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Aaron N

Series 63, Series 65

Murray, UT

LPL Financial

Aaron Neuenswander is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Cetera Advisor Networks LLC, along with experience at Utah Valley University and Oakley, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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