Jaden S Gurney

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 07/2024
  Lpl Financial Llc
  Richfield, UT
• 08/2015 → 07/2024
  Zions Bancorporation, N.A. (Zions Trust)
  Richfield, UT
• 07/2024 → Present
  Raymond James Financial Services, Inc.
  Richfield, UT
• 07/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Richfield, UT

Previous Registrations

• 2016-10-28 → 2024-07-30
  Lpl Financial Llc
  Richfield, UT
  Richfield, UT
  San Diego, CA
  Manti, UT
  St. George, UT
  Manti, UT
  Grand Junction, CO

Other Businesses

(1) Name of Business: Address: 65 W Center St Ste B, Richfield, UT, 84701-2546, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/11/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will conduct life insurance business for my clients. (2) Name of Business: ApexFlow Wealth Management Address: 65 W Center St Ste B, Richfield, UT, 84701-2546, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Branding, marketing, face of the wealth management company, employees. (3) Name of Business: Gurney Investments, LLC Address: 450 W 560 N, Salina, UT, 84654, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/31/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is used to hold and manage my real estate investments. (4) Name of Business: J Diamond Cattle Company Address: 450 W 560 N, Salina, UT, 84654, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a cattle operation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-27
• S63 Uniform Securities Agent State Law Examination
  2013-05-02