AdvisorOS Directory
Claim Profile
JF

Jerry Lynn Ford

NAVIGATE PRIVATE WEALTH, LLC·DRAPER, Utah
Unclaimed Profile
12012 SOUTH 700 EAST, DRAPER, UT 84020CRD# 1509169Firm CRD# 170774
01

About

Jerry Lynn Ford is a registered financial advisor based in DRAPER, Utah, affiliated with NAVIGATE PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NAVIGATE PRIVATE WEALTH, LLC
NAVIGATE PRIVATE WEALTH, LLC
AUM
$395M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at NAVIGATE PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1509169
Firm CRD# 170774
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DRAPER?

Browse all registered financial advisors in DRAPER, Utah or claim this profile if it's yours.

Browse DRAPER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jerry Lynn Ford offer?
Jerry Lynn Ford specializes in Financial Planning, Investment Management. Contact their office in DRAPER, Utah for a consultation.
What are Jerry Lynn Ford's credentials?
Jerry Lynn Ford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Lynn Ford located?
Jerry Lynn Ford is based in DRAPER, Utah, working with NAVIGATE PRIVATE WEALTH, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Jerry Lynn Ford charge for services?
Jerry Lynn Ford's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NAVIGATE PRIVATE WEALTH, LLC?
NAVIGATE PRIVATE WEALTH, LLC has approximately 13 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DRAPER
David King Eaton — NAVIGATE PRIVATE WEALTH, LLCMark Harold Burgon — NAVIGATE PRIVATE WEALTH, LLCPaul Bryson Holbrook — NAVIGATE PRIVATE WEALTH, LLCDavid Scott Bunnell — NAVIGATE PRIVATE WEALTH, LLCJames Rex Ivie — HEALTHEQUITY ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile