Unclaimed Profile

John David Jaicks

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

LEFAVI 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.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

John David Jaicks is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with LEFAVI WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

LEFAVI WEALTH MANAGEMENT, INC.

LEFAVI WEALTH MANAGEMENT

AUM

$383M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEFAVI WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2100233

Firm CRD# 104961

View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

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

Browse SALT LAKE CITY Advisors Are you this advisor? Claim profile

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →