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Benjamin Gajardo

Gajardo Wealth Management LLC

Lehi, UT

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Current Employers
Gajardo Wealth Management Llc

2901 W. Bluegrass Blvd Suite 200-504, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-06-18
UT RA APPROVED 2024-06-04
  • NV RA
    APPROVED
    Since 2024-06-18
  • UT RA
    APPROVED
    Since 2024-06-04

Branch Locations

2901 W. Bluegrass Blvd Suite 200-504, Lehi, UT 84048 • 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
Merrill Financial Associates Provo UT 05/2021 02/2022
Odyssey Charter High School Provo UT 08/2013 06/2017
Merrill Financial Associates Provo UT 01/2022 05/2023
Olympus Wealth Management, Llc Provo UT 05/2023 02/2024
Gajardo Wealth Management Llc American Fork UT 02/2024 Present
Brigham Young University Provo UT 08/2017 04/2022
  • 05/2021 → 02/2022
    Merrill Financial Associates
    Provo, UT
  • 08/2013 → 06/2017
    Odyssey Charter High School
    Provo, UT
  • 01/2022 → 05/2023
    Merrill Financial Associates
    Provo, UT
  • 05/2023 → 02/2024
    Olympus Wealth Management, Llc
    Provo, UT
  • 02/2024 → Present
    Gajardo Wealth Management Llc
    American Fork, UT
  • 08/2017 → 04/2022
    Brigham Young University
    Provo, UT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-04
  • S65 Uniform Investment Adviser Law Examination
    2022-01-04
Designations

View on SEC IAPD

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