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Jennifer Steed

Pl Wealth Advisors, LLC

Salt Lake City, UT

Riverton, UT

CRD 8131462

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Employer firm

Pl Wealth Advisors, LLC CRD 170887

$1.39M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Pl Wealth Advisors, Llc

650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-08-13
  • UT RA
    APPROVED
    Since 2025-08-13

Branch Locations

650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States

Riverton, UT • 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
Paradigm Life Salt Lake City UT 07/2013 Present
  • 07/2013 → Present
    Paradigm Life
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-21
  • S65 Uniform Investment Adviser Law Examination
    2025-03-21
Other Names
  • Jennie Steed
  • Jenny Boss
  • Jennifer Boss
  • Jennifer Jeffs
  • Jenny Jeffs
  • Jennie J Steed
  • Jennifer Jeffs Steed

View on SEC IAPD

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Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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