Lon Jefferies

Investment Advisor

Education and Designations
Certified Financial Planner™ (CFP)
Member, National Association of Personal Financial Advisors (NAPFA)
Certified Financial Planning Program, College of Financial Planning
Master of Business Administration, University of Utah
Bachelor of Science, Finance, University of Utah
Bachelor of Science, Marketing, University of Utah
Utah Life, Accident, and Health Producers License

Financial Management Philosophy
In a market of increasing money manager fraud, high fees, and countless promotions of the “next profitable trend,” Lon is a strong proponent of comprehensive, holistic financial planning. He considers the fiduciary responsibility that accompanies being a trusted financial planning professional to be of utmost importance, and goes to great lengths to maintain complete transparency within client accounts. Lon believes that working in a fee-only environment enables him to focus on what is truly best for his clients as opposed to working in a commission-based environment, where conflicts constantly exist between client interest and advisor compensation.

Using a recently developed or updated financial plan as a foundation and a guideline, Lon enjoys working with his clients to construct measures to protect their financial future and prepare for future obligations. This includes funding a child’s education, planning for a secure and enjoyable retirement, and ensuring that client heirs will benefit from solid estate planning. All actions place tax efficiency as a top priority. He adds value by posing questions that his clients may not have previously considered in order to plan for all possible contingencies. Lon’s focused and committed approach allows him to develop life-long relationships with his clients.

Lon writes articles for local magazines such as Business Connect, Utah Business Magazine, and Utah CEO, and he consistently contributes articles to online magazines such as FGuide.com and FILife.com (published by The Wall Street Journal). Additionally, Lon is an expert author at EzineArticles.com. Lon has been quoted nationally in publications such as the Wall Street Journal, the New York Times and Investment News.

Lon’s LinkedIn Account

Lon’s Twitter Account

Lon’s Blog

Lon Jefferies’ Google+

Television