Sharla J. Jessop, CFP®, BFATM
President and Private Wealth Consultant
Sharla serves as President of Smedley Financial. Prior to that, she was Vice-President of Marketing. Sharla directs the Wealth Management Team and has over 27 years of experience helping clients and businesses seek strategies to solve their most complex financial challenges. She advises clients on strategies to help preserve and manage their wealth by coordinating the use of financial, tax, and estate planning techniques, along with investment strategies to solve each client's intricate financial needs.
Sharla also works directly with other Financial Advisors, throughout the United States, seeking managed investment strategies for their clients. Her experience provides insight to the challenges Advisors face while serving the needs of their clients.
In her free time, Sharla enjoys being outdoors and likes to spend time snow skiing, scuba diving, and mountain biking.
Sharla is a minority shareholder of Smedley Financial Services, Inc.(r) She is a member of the investment committee as well as the executive committee. She holds a Certified Financial Planner (CFP®) designation.
Smedley Financial Services | Financial Advisors Salt Lake City Utah
102 S 200 E Suite 100, Salt Lake City, UT 84111. PO BOX 4133, Salt Lake City, UT 84110-4133
Phone: 800-748-4788 or 801-355-8888 Fax: 801-355-1912 Email: info@SmedleyFinancial.com
Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC & SIPC. Investment advisory services offered through Smedley Financial Services, Inc.® Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Jordan R. Hadfield, Parker L. Thompson, Registered Representatives. Advisory services are offered by Smedley Financial Services, Inc.® Investment Advisor Representatives of Smedley Financial Services, Inc.® Smedley Financial Services, Inc.® and Osaic Wealth, Inc. are not affiliated.
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IMPORTANT CONSUMER DISCLOSURE
Smedley Financial Services, Inc. ("Smedley Financial") is an SEC registered investment adviser located in Salt Lake City, Utah. Smedley Financial and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Smedley Financial maintains clients. Smedley Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Smedley Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Smedley Financial's web site on the Internet should not be construed by any consumer and/or prospective client as Smedley Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Smedley Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Smedley Financial, please contact the SEC or the state securities regulators for those states in which Smedley Financial maintains a notice filing. A copy of Smedley Financial's current written disclosure statement discussing Smedley Financial's business operations, services, and fees is available from Smedley Financial upon written request. Smedley Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Smedley Financial's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Located in Salt Lake City, Utah
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IMPORTANT DISCLOSURE INFORMATION