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Logan, UT Office

Team
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Andina Advisors logo

Andina Advisors

Team

Firm-wide stats for Andina Advisors

Total advisors

9

Across 4 offices

Clients per advisor

70 High

Avg AUM per client

$1,536,604 High

HNW client ratio

35% Typical

About

Andina Advisors provides financial planning and investment management to a mix of individual clients (including high‑net‑worth households), retirement plans, insurance companies, and other institutional clients. Its services cover comprehensive financial planning, discretionary portfolio management (including model portfolios and allocations to independent managers), employer retirement‑plan consulting, consolidated reporting, and both direct and sub‑advisory relationships.

The firm generally structures portfolios around an investment policy statement and diversified allocations that can include equities, fixed income, ETFs, structured notes, and alternative investments such as private funds; separately managed accounts are typically managed on a discretionary basis while recommendations of private funds and third‑party managers remain non‑discretionary. Andina also provides model trading signals to an unaffiliated institutional sponsor and acts as a sub‑adviser on structured‑note strategies, integrating fundamental, technical, and macro analysis with the use of external managers when appropriate.

What distinguishes Andina from many peers is its active role with pooled investment vehicles and private funds: the firm and its principals provide consulting and sub‑advisory services to private funds and SPVs, serve on fund investment committees, and disclose receipt of carried interest for certain affiliated funds (for example, Mercatus‑linked vehicles). The brochure also highlights that Andina serves insurance company clients and provides portfolio management for pooled vehicles and fund‑sponsor/syndicator‑type activities—roles that the firm discloses as potential conflicts and addresses through client suitability assessments and written disclosures.

Based on Andina Advisors

Expertise

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing

Based on Andina Advisors

Location

1300 N 200 E, Suite 112

Logan UT 84341

Advisors at this office

5

Advisors at this office

user avatar

Austin S

CFP®, Series 65

Logan, UT

Andina Advisors

Austin Scott is a CFP® professional with five years of experience currently serving at Andina Advisors in Logan, UT. His prior roles include positions at Canopy Tax and Weave HQ. He is also an independent field underwriter and producer of life insurance for several companies. Andina Advisors offers financial planning and investment management services to individuals, retirement plans, insurance companies, and institutional clients. The firm employs diversified portfolio strategies and provides consulting and sub-advisory services to private funds and pooled investment vehicles.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Dan J

Series 63, Series 65

Logan, UT

Andina Advisors

Dan Jessop is a financial advisor with Andina Advisors in Logan, UT, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His career includes roles at LG Resources, Connect Financial LLC, Core Capital Wealth Management, and Adams Wealth Advisors. Outside of his advisory work, he owns Jessop Insurance and Retirement Services, focusing on Medicare, life, and ancillary insurance products. Andina Advisors provides financial planning and investment management to individuals, retirement plans, insurance companies, and institutional clients. The firm employs diversified, policy-driven portfolios and offers discretionary and non-discretionary management, with a notable focus on private funds, pooled investment vehicles, and sub-advisory services.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Quinn L

Series 65

Logan, UT

Andina Advisors

Quinn Longhurst is a Series 65-credentialed financial advisor with two years of industry experience, currently serving at Andina Advisors. Prior to joining Andina, he worked at Wells Fargo and has a background that includes roles at Utah State University and service for The Church of Jesus Christ of Latter-day Saints. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and institutional clients. The firm emphasizes diversified, policy-driven portfolio construction and offers consulting and sub-advisory services to private funds and pooled investment vehicles.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Eric B

Series 63, Series 65

Logan, UT

Andina Advisors

Eric Barlow is a financial advisor with Andina Advisors in Logan, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has served at Andina Capital Management, LLC since 2012. Mr. Barlow is involved in several private investment entities where he holds management and operational oversight roles, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners. Andina Advisors serves a diverse client base including high-net-worth individuals, retirement plans, insurance companies, and other institutions, providing financial planning and investment management. The firm employs diversified, policy-driven portfolios incorporating equities, fixed income, ETFs, structured notes, and alternative investments, with a notable role in managing pooled investment vehicles and private funds.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
user avatar

Ryan B

CFP®, Series 63, Series 65

Logan, UT

Andina Advisors

Ryan Bohm is a CFP® with 17 years of industry experience, currently serving at Andina Advisors. His prior roles include positions at Resources Investment Advisors, Core Capital Wealth Management, Allegis Investment Advisors and Services, and Adams Wealth Advisors. He is also a licensed agent servicing clients’ fixed annuities and life insurance policies and holds an ownership interest in Andina through RMB Ventures, which is a passive partner in a healthcare franchise. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and institutional clients. The firm employs diversified, policy-driven portfolios and offers services including discretionary management, employer retirement-plan consulting, and sub-advisory roles with private funds and pooled investment vehicles.

Business succession planning Charitable giving & philanthropy Private / alternative investments Real estate investing
View complete list of advisors at this office
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