Dan Eugene Jessop

Current Employers

Employment History

• 01/2014 → Present
  Jessop Retirement Services
  Logan, UT
• 04/2022 → Present
  Andina Capital Management, Llc
  Lehi, UT
• 09/2022 → Present
  Connect Financial Llc
  Logan, UT
• 03/2021 → 06/2022
  Core Capital Wealth Management, Llc
  Providence, UT
• 07/2018 → 07/2019
  Adams Wealth Advisors
  Logan, UT
• 08/2015 → 03/2019
  Allegis Investment Services, Llc
  Providence, UT
• 08/2015 → 07/2018
  Allegis Investment Advisors, Llc
  Logan, UT
• 04/2024 → Present
  Lg Resources
  West Valley City, UT

Previous Registrations

• 2022-10-21 → 2026-03-17
  Connect Financial Advisors
  Providence, UT
• 2021-03-17 → 2022-06-02
  Core Capital Wealth Management, Llc
  Providence, UT
• 2018-07-24 → 2019-07-01
  Adams Wealth Advisors
  Logan, UT
• 2015-08-04 → 2018-07-19
  Allegis Investment Advisors, Llc
  Logan, UT
  Idaho Falls, ID
• 2015-02-09 → 2015-06-29
  Stratos Wealth Partners, Ltd
  Logan, UT
• 2013-08-29 → 2013-12-31
  Oneamerica Securities, Inc.
  Layton, UT
  Nampa, ID
  Logan, UT

Other Businesses

04/2019 - Present/Jessop Insurance and Retirement Services, Inc./investment-related/Providence, UT/Owner/DBA/40 hours per month and during trading hours 10/2019 - Present: JESSOP REAL ESTATE;NON-INVESTMENT RELATED; 430 W 465 N, PROVIDENCE, UT 84332; RENTAL PROPERTIES; OWNER; 8 HRS PER MONTH, 8 HRS PER MONTH DURING TRADING, Own Jessop Real Estate, LLC: Renting out office space 04/2021 - Present: SUMMIT GROUP WEALTH ADVISORS; INVESTMENT-RELATED; 181 E 1600 N, LOGAN, UT 84341; FINANCIAL PLANNING & INVESTING BUSINESS; SOLICITOR; 1 HR PER MONTH, 1 HR PER MONTH DURING TRADING Insurance agent: selling Medicare, life Insurance, Long-Term-Care insurance, Annuities. Also sell other ancillary insurance such as Dental, Vision, Hearing, cancer, hospital indemnity plans. Solicitor agreement with DFPG

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-27
• S63 Uniform Securities Agent State Law Examination
  2012-04-04