Draper, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,264,285,356
ClientsTotal clients
12,426
AdvisorsAdvisors at this office
3
Of 250 advisors across 167 offices
Location
12012 South 700 East Suite 200
Draper UT 84020
Advisors at this office
3
Advisors at this office
Jerry F
CFP®, Series 63, Series 65
Draper, UT
Advisory Services Network
Jerry Ford is a CFP® with 40 years of industry experience. He currently serves with Advisory Services Network and previously worked at Navigate Private Wealth LLC and Allegis Investment Services. Outside of his advisory role, he is also involved with Allegis Advisor Group, LLC, an insurance agency. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm employs a range of strategies including discretionary and non-discretionary portfolio management, financial planning, and third-party manager selection.
David E
Series 63, Series 65
Draper, UT
Advisory Services Network
David Eaton is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including previous roles at Navigate Private Wealth LLC and Allegis Investment Services. In addition to his advisory work, he is a partner at Alpine Peaks Consulting, providing accounting, tax advice, and tax preparation. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent representatives. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management and financial planning, serving more than two hundred advisors and managing over $10 billion in discretionary assets.
Robert F
Series 65
Draper, UT
Advisory Services Network
Robert Ford is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent eight years at Navigate Private Wealth LLC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and a wrap-fee program, managing about $8.6 billion in client assets across discretionary and non-discretionary accounts.
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