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James J
Series 66
Cottonwood Heights, UT
Wells Fargo Advisors
James Jolley is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo entities since 2016. Outside of his advisory role, he owns and operates BIG EYED FISH LLC, an investment-related business based in Cottonwood Heights, UT. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include specialized areas such as business-owner transition and special-needs planning. The firm combines research and planning tools to provide tailored recommendations, with implementation options through various brokerage and advisory programs.
Steven E
Series 63, Series 65
Cottonwood Heights, UT
Wells Fargo Advisors
Steven Earl is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he operates Steven Earl Photography, specializing in photographing high school sports. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers comprehensive financial planning and investment services with tailored recommendations supported by Wells Fargo research and planning tools.
Brenton T
Series 66
Cottonwood Heights, UT
Wells Fargo Advisors
Brenton Thorpe is a financial advisor at Wells Fargo Advisors in Cottonwood Heights, UT, holding a Series 66 credential with two years of industry experience. He has been with Wells Fargo Advisors since 2023 and was previously with Wells Fargo from 2021 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through brokerage or advisory programs as they choose.
Samuel E
Series 66
Cottonwood Heights, UT
Wells Fargo Advisors
Samuel Earl is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing from 2017 to 2022 and at Huntsman Corp from 2016 to 2017. Outside of his advisory role, he has ownership stakes in EARL STREET, LLC and GREENHEAD HOLDINGS, LLC, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.
Scott C
Series 63, Series 65
Cottonwood Heights, UT
Wells Fargo Advisors
Scott Cunningham is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at various Wells Fargo entities since 2011 and is involved in other business activities including ownership in South Mountain Wealth Management LLC and partial ownership in Apex Golf of Utah LLC, which provides golf instruction. He also serves as trustee for the South Mountain Wealth Management 401(k). Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, with recommendations developed using proprietary research and tools.
Robert E
Series 63, Series 65
Cottonwood Heights, UT
Wells Fargo Advisors
Robert Earl is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in EARL STREET, LLC and Oakridge Holdings, Inc., both involved in investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations that clients can implement through various brokerage or advisory programs.
Jason P
Series 63, Series 65
Cottonwood Heights, UT
Wells Fargo Advisors
Jason Peterson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at First Trust Portfolios L.P. for 16 years before joining Wells Fargo Advisors in 2020. Outside of his role at Wells Fargo, he has ownership interests in Genesys Wealth Management, LLC and Equity Growth Partners Ltd, LLC, and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, supported by Wells Fargo research and planning tools.
Kip Q
Series 66
Cottonwood Heights, UT
Wells Fargo Advisors
Kip Quinn is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo and its affiliated firms since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations for clients.
Kelly S
Series 63, Series 65
Cottonwood Heights, UT
Wells Fargo Advisors
Kelly Spencer is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He has held various roles within Wells Fargo-affiliated firms since 2009. Spencer holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth criteria, utilizing proprietary research and tools to develop customized recommendations.
Holley S
Series 63
Cottonwood Heights, UT
Wells Fargo Advisors
Holley Sprouse is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Sprouse worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, Sprouse is an independent consultant for Mary Kay Cosmetics. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.
Jesse V
Series 63, Series 65
Cottonwood Heights, UT
Wells Fargo Advisors
Jesse Vance is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has served with Wells Fargo Advisors and Wells Fargo Clearing since 2013. Outside of his advisory role, he is involved in investment-related business activities through partial ownership in LONGHORN UT PARTNERS LLC and full ownership of 10 ON DECK HOLDINGS LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with banking, lending, and other financial products.
Josh B
Series 63, Series 65
Cottonwood Heights, UT
Wells Fargo Advisors
Josh Burgon is a financial advisor with Wells Fargo Advisors in Cottonwood Heights, UT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Burgon holds ownership interests in two investment-related entities associated with his practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services using proprietary research and tools, providing tailored recommendations delivered through meetings and written summaries.
Conner G
Series 66
Cottonwood Heights, UT
Wells Fargo Advisors
Conner Green is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Frandsen Morrill Advisors and Goldenwest Credit Union. He also coaches high school lacrosse. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements typically structured as discrete projects tailored to client needs.
Daniel C
Series 63, Series 66
Cottonwood Heights, UT
Wells Fargo Advisors
Daniel Cambra is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked within various Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Bank. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored client recommendations.
Lisa T
Series 63, Series 65
Cottonwood Heights, UT
Wells Fargo Advisors
Lisa Thorpe is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. She has 34 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. She also owns The Thorpe Group, LLC, an investment-related business based in Santa Clara, Utah. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad menu of planning options. The firm uses proprietary research and tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.
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