Global Assets Advisory, LLC

Amy Yost is a financial advisor at Global Assets Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as secretary for the Kamas Valley Business Association and is a member of the Summit County Recreation Arts and Parks Advisory Committee, contributing to the review of grant applications. Global Assets Advisory, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering customized portfolios with a long-term investment approach supported by internal management and third-party asset managers.

Jesse Cole is a financial advisor at Global Assets Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Global View Capital Management, LLC and Global View Capital Advisors, LLC. Outside of financial advising, he is employed as a well technician with AES-Houston Contracting Co. for ASRC Energy Services, Inc. Global Assets Advisory, LLC serves individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team-based approach that utilizes a range of mutual funds, ETFs, equities, and fixed income with both internal and third-party asset management.

Jay Jensen is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Global View Capital Management and Purshe Kaplan Sterling Investments. Jensen is also president of Jensen Financial, LLC, a private label entity for his securities business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and works through a network of independent advisors who tailor portfolios using various investment vehicles and third-party managers, generally emphasizing a long-term investment approach.

Laurna Hart James is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at International Assets Advisory, Investacorp, Capital Financial Group LLC, and Regions Bank. Outside of her advisory work, she is involved as a distributor for a scented household supplies business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management and uses a long-term investment approach while allowing tactical trades and other strategies consistent with client objectives.

David Lloyd is a financial advisor at Global Assets Advisory, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Grace Capital Management and Triad Advisors, Inc. In addition to his advisory roles, he has been involved with a private label financial business, a tax management holding company, and a health insurance brokerage. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million across a team of eight advisors, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and third-party program referrals.

Aaron Symonette is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with International Assets Advisory, LLC and related entities since 2016. Outside of his advisory role, Symonette serves as an assistant coach and defensive coordinator for youth football. Global Assets Advisory, LLC is an SEC-registered firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses, managing approximately $552 million. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team-based approach.

Timothy Rigsby is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Grace Capital Management, Triad Advisors, Inc., and Jbl Wealth Management. Outside of his advisory work, he owns and operates a marketing firm and a tax and accounting services business. Global Assets Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm delivers tailored portfolio management through independent investment advisor representatives, emphasizing a long-term investment approach while allowing tactical strategies consistent with client objectives.

Ian James is a financial advisor with Global Assets Advisory, LLC and holds a Series 63 designation. He has 30 years of industry experience with previous roles at firms including Investacorp Advisory Services and Capital Financial Group, where he has maintained ongoing involvement since 2007. Outside of his advisory work, he is a contributing book author and a silent partner in a restaurant and bar business. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million and offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services through a team of eight advisors and a network of independent representatives.

Benjamin Zamojski is an advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with firms including International Assets Advisory, LLC and Grace Capital Management, LLC. Outside of his advisory role, Zamojski is involved in marketing through Laszlo Rigsby Advisory Services and is an independent health and life insurance agent, as well as a plasma donor. Global Assets Advisory, LLC is an SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of eight advisors and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory services, and referrals to third-party programs.

Alan Hansen is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments and Global View Capital Management. Hansen also serves as a trustee for private trusts. Global Assets Advisory, LLC is an SEC-registered firm managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.