Unclaimed Profile

John David Jaicks

LEFAVI WEALTH MANAGEMENT, INC.·SALT LAKE CITY, Utah

SIE, Series 7, Series 31, Series 63, Series 65ChFC23 years registeredLEFAVI WEALTH MANAGEMENT, INC.

2323 FOOTHILL DR., SUITE 100, SALT LAKE CITY, UT 84109CRD# 2100233Firm CRD# 104961

Profile Verification

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

Identity

John David Jaicks · SALT LAKE CITY, UT

Registration

CRD #2100233 · LEFAVI WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

INTERNATIONAL ASSETS ADVISORY, LLC

Jun 2018 – present

ONESEVEN

Jun 2018 – present

LEFAVI WEALTH MANAGEMENT

May 2015 – Jun 2018

SALT LAKE CITY, UT

LEFAVI WEALTH MANAGEMENT

Aug 2007 – Dec 2013

SALT LAKE CITY, UT

H&R BLOCK FINANCIAL ADVISORS, INC.

Nov 2004 – Aug 2007

SALT LAKE CITY, UT

CENTURY SECURITIES ASSOCIATES INC

Jan 2003 – Nov 2004

PARK CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · January 14, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

2000Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

LEFAVI WEALTH MANAGEMENT, INC.

CRD 104961 · SEC 801-73029

AUM

$383M

Regulatory assets under management

Employees

1,234 client accounts

Services offered by LEFAVI WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEFAVI WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does John David Jaicks offer?

John David Jaicks specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are John David Jaicks's credentials?

John David Jaicks holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John David Jaicks located?

John David Jaicks is based in SALT LAKE CITY, Utah, working with LEFAVI WEALTH MANAGEMENT, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does John David Jaicks charge for services?

John David Jaicks's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEFAVI WEALTH MANAGEMENT, INC.?

LEFAVI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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