Lehi, UT Office

Team
Updated today
WELLS FARGO Advisors logo

WELLS FARGO Advisors

Institution

Firm-wide stats for WELLS FARGO Advisors

Total advisors

4,180

Across 1,153 offices

Clients per advisor

109 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.

Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.

Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.

Based on WELLS FARGO Advisors

Expertise

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Based on WELLS FARGO Advisors

Occupation focus

Founder/Business Owner

Based on WELLS FARGO Advisors

Location

3300 Triumph Blvd, Suite 340

Lehi UT 84043

Advisors at this office

7

Advisors at this office

user avatar

Jared G

Series 66

Lehi, UT

Wells Fargo Advisors

Jared Garns is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and 16 years of industry experience. He has worked in various capacities within Wells Fargo-affiliated entities since 2009. Outside of his advisory role, Jared is a 50% owner of Sapphire Wealth Management, an independent investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm combines advisory services with various financial products and planning specialties to address diverse client needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Justin H

Series 63, Series 66

Lehi, UT

Wells Fargo Advisors

Justin Horne is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, E*TRADE Securities LLC, and FIDELITY Brokerage Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and develops tailored recommendations using internal research and planning tools, with clients choosing how to implement these through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Jaci A

Series 66

Lehi, UT

Wells Fargo Advisors

Jaci Anderson is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at Brainstorm Inc. and has experience at Brigham Young University. Outside of finance, she is an administrative assistant at Everybody Tattoo Studio. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Eric A

Series 66

Lehi, UT

Wells Fargo Advisors

Eric Azevedo is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing and Edward Jones, as well as a 20-year career in the United States Marine Corps. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Auston B

Series 66

Lehi, UT

Wells Fargo Advisors

Auston Belka is a financial advisor at Wells Fargo Advisors with a Series 66 designation and over 18 years of experience at Wells Fargo Bank. He joined Wells Fargo Advisors in 2025. Outside of his advisory role, he and his wife hold a real estate investment entity for personal investing purposes. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a large network of advisors. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Alan S

Series 63, Series 66

Lehi, UT

Wells Fargo Advisors

Alan Smiley is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Zions Direct, Inc. Outside of his advisory role, he teaches fly fishing through a private venture in Draper, Utah. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Olivia H

Series 66

Lehi, UT

Wells Fargo Advisors

Olivia Hardester is a financial advisor at Wells Fargo Advisors with Series 66 registration and one year of industry experience. She has held multiple roles related to financial services and education, including positions at Brigham Young University, Solidarity Wealth Management, and Sepio Capital. Outside of her advisory work, she has been involved with youth sports organizations and entrepreneurial activities such as Laced Hair. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to meet various client needs, supported by Wells Fargo’s research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
View complete list of advisors at this office
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