Spanish Fork, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Trek Financial
Multi-team
Firm-wide stats for Trek Financial
About
Trek Financial serves individual and high‑net‑worth clients as well as institutional retirement plans, providing discretionary and non‑discretionary asset management, financial planning, and retirement‑plan fiduciary and non‑fiduciary services. Like many multi‑team advisors, it charges asset‑based advisory fees and offers ongoing portfolio management and planning support through a network of adviser representatives.
The firm blends strategic and tactical approaches, using forward‑looking portfolio construction and a mix of rules‑based, evidence‑based models alongside fundamental and technical analysis; it discloses the use of artificial‑intelligence tools for research, client communication drafting, and portfolio processes under written AI governance and human review. Trek offers direct indexing with tax‑loss harvesting for taxable accounts and integrates third‑party signal providers and quantitative models into its model management and monitoring framework.
What is distinctive is the breadth and specificity of its model and alternative offerings — from multiple NDR, MacroQuant, Viking, BCM and Bulwark systematic strategies to PIMCO and State Street models — plus a suite of options‑based overlays and four different concentrated‑stock hedging approaches (including “black‑swan” hedges, spreads, collars, and covered calls). The firm also provides access to alternative‑investment platforms through CAIS and iCapital, lists structured‑note and direct‑indexing capabilities, and identifies specific custodial relationships (including recommending Gemini for digital assets), while adviser representatives have discretion to negotiate or waive fees within firm parameters.
Based on Trek Financial
Expertise
Based on Trek Financial
Demographic focus
Based on Trek Financial
Location
Spanish Fork UT
Advisors at this office
3
Advisors at this office
Jolyn W
Series 65
Spanish Fork, UT
Trek Financial
Jolyn Whittaker is a Series 65-licensed financial advisor at Trek Financial with eight years of industry experience. She has served at Trek Financial since 2018 and holds additional roles as CFO and Treasurer at Discount Manufacturing & Distributing Inc. and Kids Village Workshop Inc., both non-investment-related businesses. She is also a CPA who prepares business and individual tax returns during tax season. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, incorporating AI tools under governance and offering a broad range of systematic strategies, alternative investments, and specialized hedging techniques.
Jordan F
Series 63, Series 66
Spanish Fork, UT
Trek Financial
Jordan Floyd is a financial advisor at Trek Financial with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Strategic Advisers, LLC, Fidelity Investments, and Summit Group Wealth Advisors, among others. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a mix of strategic and tactical portfolio construction methods, integrates artificial-intelligence tools under human review, and provides a wide range of model and alternative investment strategies.
Mark W
PFS™, Series 63, Series 65
Spanish Fork, UT
Trek Financial
Mark Whittaker is a financial advisor at Trek Financial with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Whittaker has worked at several firms, including Eide Bailly LLP, where he remains a partner in tax preparation and accounting services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical investment approaches, integrating AI tools and a wide range of model and alternative strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")