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Inactive

Jayson P Mcginnis

Capita Financial Network, LLC

Draper, UT

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Current Employers
Capita Financial Network, Llc

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2019-02-20
  • UT RA
    APPROVED
    Since 2019-02-20

Branch Locations

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 11/2007 02/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2019
Capita Financial Network Sandy UT 02/2019 Present
  • 11/2007 → 02/2019
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2018 → 02/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 02/2019 → Present
    Capita Financial Network
    Sandy, UT
Previous Registrations
  • 2018-07-13 → 2019-02-07
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2011-06-27 → 2018-07-13
    Strategic Advisers Llc
    Chesterfield, MO
    St. Louis, MO
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-21
S63 Uniform Securities Agent State Law Examination 2008-01-29
  • S66 Uniform Combined State Law Examination
    2011-06-21
  • S63 Uniform Securities Agent State Law Examination
    2008-01-29
Other Names
  • Joyson P Mcginnis

View on SEC IAPD

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MICHAEL BRANDON RILEY
ADAM GAYLE LEFLER
STEPHEN MICHAEL SMITH
MARK HAROLD BURGON

Other Offices

COIGN CAPITAL ADVISORS LLC · DRAPER, UT
NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT
AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
LPL FINANCIAL LLC · DRAPER, UT
ELEVATED CAPITAL ADVISORS, LLC · DRAPER, UT
PALISADE WEALTH MANAGEMENT · DRAPER, UT

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