Unclaimed Profile

Brad Jedd Myers

LONE PEAK ADVISERS, LLC·DRAPER, Utah

SIE, Series 6, Series 7, Series 24, Series 63, Series 65ChFC23 years registeredLONE PEAK ADVISERS, LLC

11650 SOUTH STATE STREET, DRAPER, UT 84020-7150CRD# 4171462Firm CRD# 296772

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brad Jedd Myers · DRAPER, UT

Registration

CRD #4171462 · LONE PEAK ADVISERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LONE PEAK ADVISERS

Apr 2023 – present

LONE PEAK ADVISERS

Jul 2022 – Dec 2022

DRAPER, UT

GENEOS WEALTH MANAGEMENT, INC.

Aug 2017 – Jul 2022

SOUTH JORDAN, UT

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Sep 2008 – Aug 2017

SOUTH JORDAN, UT

HORNOR, TOWNSEND & KENT, INC.

Feb 2004 – Sep 2008

SALT LAKE CITY, UT

PRINCOR FINANCIAL SERVICES CORPORATION

May 2003 – Sep 2003

MIDVALE, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 9, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

2017Customer Dispute·Denied

2012Customer Dispute·Denied

2012Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LONE PEAK ADVISERS, LLC

CRD 296772 · SEC 801-127627

AUM

$115M

Regulatory assets under management

Employees

548 client accounts

Services offered by LONE PEAK ADVISERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LONE PEAK ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brad Jedd Myers offer?

Brad Jedd Myers specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DRAPER, Utah for a consultation.

What are Brad Jedd Myers's credentials?

Brad Jedd Myers holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brad Jedd Myers located?

Brad Jedd Myers is based in DRAPER, Utah, working with LONE PEAK ADVISERS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.

How does Brad Jedd Myers charge for services?

Brad Jedd Myers's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONE PEAK ADVISERS, LLC?

LONE PEAK ADVISERS, LLC has approximately 10 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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