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Jordan Reed Brown

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 2026-07-08
  • UT RA
    APPROVED
    Since 2026-07-08

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
B.O.S.S. Retirement Advisors, Llc Lehi UT 03/2024 07/2026
B.O.S.S. Retirement Solutions, Llc Lehi UT 03/2024 07/2026
Discover West Valley UT 09/2011 03/2024
Capita Financial Network Draper UT 07/2026 Present
  • 03/2024 → 07/2026
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
  • 03/2024 → 07/2026
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 09/2011 → 03/2024
    Discover
    West Valley, UT
  • 07/2026 → Present
    Capita Financial Network
    Draper, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
S63 Uniform Securities Agent State Law Examination 2010-09-10
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15
  • S63 Uniform Securities Agent State Law Examination
    2010-09-10

View on SEC IAPD

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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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