JP
John Phillips
from Three Seasons Wealth
John Phillips is a financial advisor based in Utah, Salt Lake City,
with 41 years of experience. John currently works for
Three Seasons Wealth.
John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Phillips works at Three Seasons Wealth
Three Seasons Wealth is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $235,043,219 of assets under management and employs about 5 people. Three Seasons Wealth uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
23 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
111 East Broadway, Ste 1250, Salt Lake City, Utah, 84111
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