Sandy, UT W Sego Lily Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,159 offices

Location

45 W Sego Lily Dr Suite 104

Sandy UT 84070

Advisors at this office

4

Advisors at this office

Tyler B

CFP®, Series 66

Sandy, UT

Edward Jones

Tyler Brough is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He is based in Sandy, UT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Timothy S

CFP®, Series 66

Sandy, UT

Edward Jones

Timothy Strickland is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Sandy, Utah. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Dylon M

Series 66

Sandy, UT

Edward Jones

Dylon Mayer is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior experience includes roles in healthcare and insurance, as well as self-employment in a cleaning business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing General estate planning guidance Retired Founder/Business Owner Executive
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Scott T

Series 66

Sandy, UT

Edward Jones

Scott Taylor is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for eight years at Integrity First Lending, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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