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James P Franklin

Asset One Wealth Management, LLC

Draper, UT

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Current Employers
Asset One Wealth Management, Llc

11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-11-04
  • UT RA
    APPROVED
    Since 2025-11-04

Branch Locations

12459 S300 E, #102, 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
E*Trade Securities Llc Sandy UT 09/2020 04/2021
Crabb Financial, Llc Alpine UT 05/2019 09/2020
The Color Run Salt Lake City UT 10/2016 05/2018
Utah Valley University Orem UT 08/2016 12/2020
Ruby River Steakhouse Provo UT 10/2017 11/2017
Intuiplan, Llc Orem UT 07/2017 08/2017
Vlfpk Llc Salt Lake City UT 06/2017 10/2017
Filevine Llc Orem UT 06/2016 05/2017
Unemployed Springville UT 04/2021 12/2021
Lpl Financial Llc Pleasant Grove UT 12/2021 09/2025
Asset One Wealth Management, Llc Draper UT 09/2025 Present
  • 09/2020 → 04/2021
    E*Trade Securities Llc
    Sandy, UT
  • 05/2019 → 09/2020
    Crabb Financial, Llc
    Alpine, UT
  • 10/2016 → 05/2018
    The Color Run
    Salt Lake City, UT
  • 08/2016 → 12/2020
    Utah Valley University
    Orem, UT
  • 10/2017 → 11/2017
    Ruby River Steakhouse
    Provo, UT
  • 07/2017 → 08/2017
    Intuiplan, Llc
    Orem, UT
  • 06/2017 → 10/2017
    Vlfpk Llc
    Salt Lake City, UT
  • 06/2016 → 05/2017
    Filevine Llc
    Orem, UT
  • 04/2021 → 12/2021
    Unemployed
    Springville, UT
  • 12/2021 → 09/2025
    Lpl Financial Llc
    Pleasant Grove, UT
  • 09/2025 → Present
    Asset One Wealth Management, Llc
    Draper, UT
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-19
  • S63 Uniform Securities Agent State Law Examination
    2021-04-19
Designations

View on SEC IAPD

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ELEVATED CAPITAL ADVISORS, LLC
PALISADE WEALTH MANAGEMENT
EDWARD JONES
MEDICUS WEALTH PLANNING, INC.

Other Investors

Kyler Eric Brooksby
HEATHER MARIE SYRETT
Shirley Crosby Spencer
JAMES MATTHEW ZUNDEL
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

More in Draper, UT

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