Justin Kordell Ericksen

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 01/2023 → Present
  Blue Barn Wealth, Llc
  Orem, UT
• 05/2020 → 05/2021
  Missionary Mall
  Orem, UT
• 01/2020 → 08/2020
  Gear Up, Utah Valley University
  Orem, UT
• 01/2018 → 12/2019
  North Sanpete School District
  Mt. Pleasant, UT
• 05/2018 → 08/2018
  Centracom Interactive
  Fairview, UT
• 06/2015 → 06/2017
  The Church Of Jesus Christ Of Latter-Day Saints
  San Salvador
• 07/2017 → 04/2018
  Full Time Student
  Fairview, UT
• 01/2021 → 12/2022
  Blue Barn Wealth, Llc
  Orem, UT
• 01/2022 → 12/2022
  Blue Barn Wealth, Llc
  Orem, UT
• 03/2026 → Present
  Savvy
  Orem, UT

Other Businesses

Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Advisor, 03/02/2026, 40/hours a week (during trading, same hours as role at Savvy - this is the DBA for this role).

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-09

Designations

• Certified Financial Planner