Samuel T Jones

Current Employers

Employment History

• 02/2019 → 06/2019
  The Norden Group
  Provo, UT
• 05/2019 → 06/2019
  Townsquare Capital Llc
  Provo, UT
• 01/2018 → 01/2020
  Uvu Money Management Resource Center
  Orem, UT
• 05/2017 → 04/2018
  Progressive Planning Llc
  South Jordan, UT
• 05/2018 → 10/2018
  Landmark Wealth Advisors
  Farmington, UT
• 10/2018 → 01/2019
  Progressive Planning Llc
  South Jordan, UT
• 04/2018 → 08/2018
  Deseret Mutual Benefits
  Salt Lake City, UT
• 05/2016 → 05/2017
  Zions Bank
  Provo, UT
• 09/2019 → Present
  Savology
  Orem, UT
• 07/2020 → Present
  Vitality Capital Management Llc,
  South Jordan, UT

Other Businesses

09/2019-PRESENT; SAVOLOGY; OREM UTAH; NON-INVESTMENT RELATED; BUSINESS PROVIDES GENERAL FINANCIAL PLANNING EDUCATION AND RESOURCES; FINANCIAL PLANNING SPECIALIST; 15 HRS PER MONTH 10% OF INCOME. ANSWERS BASIC BUDGETING AND SAVINGS QUESTIONS. DOES NOT ENGAGE IN NORMAL OR SPECIFIC FINANCIAL PLANNING ACTIVITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-13

Other Names

• Sam Jones
• Samuel Jones