Craig Willard Jewett

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2013 → Present
  Sebus Financial Group, Llc
  Farmington, UT
• 12/2003 → 06/2019
  First Western Advisors
  Holladay, UT
• 06/2019 → Present
  Tlg Advisors, Inc.
  Littleton, CO

Previous Registrations

• 2003-12-04 → 2019-06-21
  First Western Advisors
  Salt Lake City, UT
  Salt Lake City, UT
  Farmington, UT
  Holladay, UT
  Farmington, UT
• 2003-07-17 → 2003-12-03
  Metropolitan Financial Services, Inc.
  Salt Lake City, UT

Other Businesses

1.) MORGAN INSURANCE PLANNING GROUP - 5/4/2004 - 670 Shepard Lane, #101, Farmington, UT 84025 - 50% owner, Insurance sales to referred clients, Not Invt Rel, Insurance Business, 2 hrs/mo; 2 hrs/mo (during trading hours). 2.) SEBUS FINANCIAL GROUP - 5/1/2013 - 670 Shepard Lane, #101, Farmington, UT 84025 - President/Owner, Sales, Not Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-14
• S63 Uniform Securities Agent State Law Examination
  2002-02-13

Designations

• Certified Financial Planner