Jake Eggett
Financial Advisor

Jake Eggett has spent over 10 years in the Financial Services Industry.  After graduating from Brigham Young University with a B.S. in Business Finance, he began his career with Fidelity Investments in 2005.  While working in various roles in Salt Lake City he gained experience in trading, investments, fixed income and financial planning.  He then transferred to Denver, Colorado to work with High Net Worth clients at a local level with financial planning and investment management.  After 5 years, he was recruited back to Salt Lake City to work for TD Ameritrade.  While there, Jake has spent the last 6 years working closely with families, companies and other business professionals in the Salt Lake City area.  He brings a unique set of experience having worked with our custodian, TD Ameritrade and will continue to help our firm grow.  He enjoys the financial planning process because it allows him to get to know clients and their unique stories and help them improve their financial situation.

Jake lives in the South Jordan area with his wife, Amber and 5 children.  He volunteers his time with the community, his Church and the scouting program.  He enjoys spending time with his family and if he has some free time you’ll find him hiking, climbing, canyoneering, or playing indoor soccer.