Jeffrey W. Teran,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey W. Teran, CFP®

MSF

EVP Finance and Investments

First Western Advisors

3165 East Millrock Dr. ste 340, Ste 340
Holladay, UT 84121
(801) 930-6556

General

Jeffrey Teran is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Western Advisors in Holladay, UT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 27, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Fidelity

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth

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