Roger Smedley founded Smedley Financial Services, Inc.® in 1982. Our Wealth Management Team has become known for its ability to deliver focused wealth strategies for affluent clients as well as managed investment portfolios. Our team focuses on building relationships through world-class client service, specialized private wealth planning solutions, and various wealth management offerings. As an independent firm, we understand that financial choices abound and work to deliver customized solutions to our clients that meet their unique situations. Our Investment Management Team provides strategies designed to navigate the changing market environment. Focusing on time horizon, diversification, and risk tolerance, each portfolio is designed to provide superior investment opportunities. We apply a company-wide philosophy that centers on putting our client's needs first in all that we do. Advisors across the U.S. use SFS Portfolios to provide asset management solutions for their clients through the Envestnet platform. Securities offered through Securities America Inc., Member FINRA(www.finra.org) & SIPC(www.sipc.org). Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, and Mikal B. Aune, Jordan R. Hadfield, Lorayne B. Taylor, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc. ® Smedley Financial Services, Inc. ® and Securities America are not affiliated. This is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products/services referenced on this site are available in every state, jurisdiction, or from every person listed.
View Top Employees from Smedley Financial Services Inc.®Website | http://www.smedleyfinancial.com/ |
Revenue | $2 million |
Employees | 10 (10 on RocketReach) |
Founded | 1982 |
Address | 102 S 200 E Ste 100, Salt Lake City, Utah 84111, US |
Phone | (801) 355-8888 |
Fax | (801) 355-1912 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Legacy Wealth, LLC, Stockade Wealth Management |
SIC | SIC Code 738 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 522320 Companies, NAICS Code 522 Companies, NAICS Code 5223 Companies, NAICS Code 52232 Companies, NAICS Code 52 Companies |
Looking for a particular Smedley Financial Services Inc.® employee's phone or email?
The Smedley Financial Services Inc.® annual revenue was $2 million in 2024.
Sharla Jessop is the President of Smedley Financial Services Inc.®.
10 people are employed at Smedley Financial Services Inc.®.
Smedley Financial Services Inc.® is based in Salt Lake City, Utah.
The NAICS codes for Smedley Financial Services Inc.® are [522320, 522, 5223, 52232, 52].
The SIC codes for Smedley Financial Services Inc.® are [738, 73].