Richfield, UT N Main St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

20 N Main St

Richfield UT 84701-2551

Advisors at this office

2

Advisors at this office

Lisa J

Series 66

Richfield, UT

Edward Jones

Lisa Jensen is a financial advisor at Edward Jones in Richfield, UT, holding a Series 66 license with eight years at Edward Jones and a total of ten years in the finance industry. Prior to joining Edward Jones, she worked five years at Canyonlands Healthcare. She serves as a board member for Canvas Guy LLC, a business owned by her husband. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Founder/Business Owner Military & Veterans Women Professionals

Hank R

Series 66

Richfield, UT

Edward Jones

Hank Robins is a financial advisor with Edward Jones in Richfield, UT, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in several entrepreneurial ventures, including ownership roles in agricultural operations and local business franchises. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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