Jordan Robert Hadfield

Employer firm

Smedley Financial Services Inc CRD 110870

$397M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• ADVICE TO OTHER REGISTERED INVESTMENT ADVISORS

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

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

Current Employers

Employment History

• 02/2018 → 06/2024
  Securities America, Inc.
  Salt Lake City, UT
• 09/2015 → Present
  Event Skydiving
  American Fork, UT
• 01/2018 → Present
  Smedley Financial Services Inc
  Salt Lake City, UT
• 01/2015 → 12/2017
  Utah Valley University
  Orem, UT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Salt Lake City, UT

Other Businesses

1. DBA: Smedley Financial Services, Inc. 2. JORDAN HADFIELD PHOTOGRAPHY POSITION: Photographer NATURE: Photographer INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2015 ADDRESS: 8357 N Eagle Mountain UT 84005 DESCRIPTION: I take pictures. 3. NOTARY POSITION: Notary NATURE: I'm a notary and do not advertise. I only notarize business documents for clients. I do not change. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2019 ADDRESS: 102 S. 200 E., Ste 100, Salt Lake City UT 84111 DESCRIPTION: I'm a notary. 4. SMEDLEY FINANCIAL SERVICES POSITION: Vice President of Wealth Management NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 01/04/2018 ADDRESS: 102 S. 200 E., Suit 100, Salt Lake City UT 84111, United States DESCRIPTION: All that a comprehensive financial advisor entails.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-23

Designations

• Certified Financial Planner

Other Names

• Jordan Hadfield