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Jared Nathan Johnsen

Trek Financial

Sandy, UT

Scottsdale, AZ

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Current Employers
Trek Financial

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2009-01-12
  • UT RA
    APPROVED
    Since 2009-01-12

Branch Locations

7440 S. Creek Road Suite 444, Sandy, UT 84093 • United States

8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trek Financial Scottsdale AZ 10/2008 Present
World Equity Group Salt Lake City UT 05/2015 05/2019
  • 10/2008 → Present
    Trek Financial
    Scottsdale, AZ
  • 05/2015 → 05/2019
    World Equity Group
    Salt Lake City, UT
Previous Registrations
  • 2005-06-01 → 2015-05-20
    Equitable Advisors, Llc
    Salt Lake City, UT
    Salt Lake City, UT
    Draper, UT
  • 2003-06-06 → 2007-03-14
    Trek Financial
    Midvale, UT
  • 2003-02-28 → 2005-06-01
    Mony Securities Corporation
    Salt Lake City, UT
Other Businesses

ASSOCIATE FOR APPROVED DBA BCJ FINANCIAL GROUP. OUTSIDE INSURANCE BROKERAGE SELL HEALTH AND DISABILITY INSURANCE, JJ AGENCY, WEST COAST LIFE OTHER

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-11
S63 Uniform Securities Agent State Law Examination 1997-12-27
  • S65 Uniform Investment Adviser Law Examination
    2002-11-11
  • S63 Uniform Securities Agent State Law Examination
    1997-12-27

View on SEC IAPD

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Other Offices

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LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
CETERA INVESTMENT ADVISERS LLC · SANDY, UT
ACLAIME ASSET MANAGEMENT, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT
DIVERSIFY ADVISORY SERVICES, LLC · SANDY, UT
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