Vernal, UT West Main Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

199 West Main

Vernal UT 84078

Advisors at this office

3

Advisors at this office

Justin H

Series 66

Vernal, UT

Edward Jones

Justin Harris is a financial advisor with Edward Jones in Vernal, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for 14 years at Mountain America Credit Union. He is also involved as a limited partner in a private credit strategy fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement income strategy Oil & Gas
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Thomas J

Series 63, Series 66

Vernal, UT

Edward Jones

Thomas Jones is a financial advisor with Edward Jones in Vernal, UT, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he is president of JVI Investments LLC and manages several rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.

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

Julie J

Series 66

Vernal, UT

Edward Jones

Julie Jones is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2012. Outside of her advisory role, she is involved in managing rental properties in Utah. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
View complete list of advisors at this office
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