Sandy, UT W Civic Center Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

150 W Civic Center Drive

Sandy UT 84070

Advisors at this office

4

Advisors at this office

Joseph B

Series 66

Sandy, UT

Edward Jones

Joseph Boyer is a financial advisor at Edward Jones in Sandy, UT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Verint Systems Inc, Cogito Corporation, and InMoment Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Amy M

Series 63, Series 66

Sandy, UT

Edward Jones

Amy Marty is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and Keeler Thomas Inc. for 16 years each, as well as at OSAIC. Outside of finance, she serves as secretary for Wasatch Eyeworks, an optometry practice in Draper, UT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management Doctor or Medical Professional

Robert H

Series 63, Series 66

Sandy, UT

Edward Jones

Robert Hutton is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Morgan Stanley and MS & Co., LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management and maintains a large nationwide network of advisors and branch offices.

Divorce financial planning General retirement planning Wealth management Founder/Business Owner LGBTQIA

Tyler J

Series 66

Sandy, UT

Edward Jones

Tyler Johnson is a financial advisor with Edward Jones in Sandy, Utah, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer Educators, Teachers, and Academics
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