Jolyn Whittaker
Advisor at Trek Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jolyn Whittaker is a financial advisor at Trek Financial with seven years of industry experience. She holds a Series 65 designation and has been with Trek Financial since 2018. Outside of her advisory role, she serves as CFO and Treasurer for two non-investment-related businesses: Discount Manufacturing & Distributing Inc., an internet sales company, and Kids Village Workshop Inc., a preschool. Trek Financial serves a diverse client base including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm combines strategic ETF allocations with quantitative tactical models and offers specialized services such as tax-aware direct indexing and options-based risk management strategies.
Client services
Based on Trek Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Consulting
Expertise
Based on Trek Financial
Tax-loss harvesting
Options & derivatives strategies
Passive / index investing
Private / alternative investments
Active portfolio management
Fee options
Fixed fees for financial planning ranging $100-$50,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.70%
Up to $400 per hour for consulting services
Annual retainer fees for financial planning ranging $200-$20,000
Account minimum: $100,000 Fee-only: Financial planning fees: Annual retainer $200-$20,000; Fixed fee $100-$50,000; Hourly up to $400/hour
Location
Spanish Fork, UT
Most active in
Jolyn W has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Trek Financial
2018 - Present (8 years)
Discount Manufacturing & Distributing Inc
2008 - Present (18 years)
Kids Village Workshop Inc.
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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