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Joseph Irvin

Zions Capital Advisors, Inc.

Salt Lake City, UT

CRD 6383972

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Employer firm

Zions Capital Advisors, Inc. CRD 131308

$831M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)

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

Current Employers
Zions Capital Advisors, Inc.

Zions Capital Advisors One South Main St., 12Th Floor, Salt Lake City, UT 84133 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-05
NV RA APPROVED 2024-08-16
CA RA APPROVED 2024-08-15
CO RA APPROVED 2024-08-15
ID RA APPROVED 2024-08-15
TX RA APPROVED 2024-08-15
UT RA APPROVED 2024-08-15
WA RA APPROVED 2024-08-15
  • AZ RA
    APPROVED
    Since 2024-09-05
  • NV RA
    APPROVED
    Since 2024-08-16
  • CA RA
    APPROVED
    Since 2024-08-15
  • CO RA
    APPROVED
    Since 2024-08-15
  • ID RA
    APPROVED
    Since 2024-08-15
  • TX RA
    APPROVED
    Since 2024-08-15
  • UT RA
    APPROVED
    Since 2024-08-15
  • WA RA
    APPROVED
    Since 2024-08-15

Branch Locations

Zions Capital Advisors One South Main St., 12Th Floor, Salt Lake City, UT 84133 • 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
Fidelity Brokerage Services Llc Salt Lake City UT 10/2017 11/2018
Morgan Stanley South Jordan UT 11/2019 04/2020
Unemployed North Salt Lake UT 11/2018 01/2019
Mountain West Advisors Murray UT 01/2019 04/2019
Eteam South Jordan UT 04/2019 11/2019
Wells Fargo Clearing Services Salt Lake City UT 08/2021 01/2023
Aston Carter Salt Lake City UT 12/2020 08/2021
Unemployed Sandy UT 04/2020 12/2020
Fidelity Brokerage Services Llc Salt Lake City UT 09/2015 10/2017
Zions Direct, Inc. Salt Lake City UT 08/2024 Present
Zions Capital Advisors, Inc. Salt Lake City UT 08/2024 Present
Zions Bancorporation, N.A. Salt Lake City UT 01/2023 Present
  • 10/2017 → 11/2018
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 11/2019 → 04/2020
    Morgan Stanley
    South Jordan, UT
  • 11/2018 → 01/2019
    Unemployed
    North Salt Lake, UT
  • 01/2019 → 04/2019
    Mountain West Advisors
    Murray, UT
  • 04/2019 → 11/2019
    Eteam
    South Jordan, UT
  • 08/2021 → 01/2023
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 12/2020 → 08/2021
    Aston Carter
    Salt Lake City, UT
  • 04/2020 → 12/2020
    Unemployed
    Sandy, UT
  • 09/2015 → 10/2017
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 08/2024 → Present
    Zions Direct, Inc.
    Salt Lake City, UT
  • 08/2024 → Present
    Zions Capital Advisors, Inc.
    Salt Lake City, UT
  • 01/2023 → Present
    Zions Bancorporation, N.A.
    Salt Lake City, UT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-27
  • S63 Uniform Securities Agent State Law Examination
    2014-09-27
Designations
  • Chartered Financial Analyst
Other Names
  • Joe Irvin
  • Joseph W Irvin
  • Joseph William Irvin

View on SEC IAPD

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MICHAEL GENE MEYER
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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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