Harrison Ward

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Draper, UT 84020

Credentials

Series 66

Industry experience

9 years

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management

Occupation focus

Founder/Business Owner

Work history

Vivint Smart Home

2016 - 2016 (1 year)

Edward Jones

2015 - Present (11 years)

King Fisheries

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Jen S

CFP®

Bluffdale, UT

Money Illustrated Advisory Services

Hi! I’m Jen, fellow human and creator of Money Illustrated. I'm so grateful you're here! My journey into financial planning began while I was working as a self-employed artist & graphic designer; learning to manage my own finances and variable freelance income is what sparked my interest in understanding money better. This quickly became more than a side hobby, and eventually resulted in my making a career change to pursue an undergraduate degree in financial planning. I later went on to complete a graduate degree in Financial Planning & Analytics. In addition, I obtained the Certified Financial Planner (CFP®) designation, am an Accredited Financial Counselor (AFC®), and a Certified Divorce Financial Analyst (CDFA®). As a free-spirited, artsy feminist working in the financial planning industry over the years, I never quite fit into the old-school, male-dominated industry (very much in need of diversity and new perspectives). Eventually, I decided I needed to create the space I was searching for. I started Money Illustrated with the hope that I could bring my two worlds of art and financial planning together in order to create something different—an inclusive, progressive, and innovative approach that's both creative and human-centered. My goal is to always act in clients' best interest, while guiding toward financial success and educating on the intricacies of their financial situations. Overall, I want to help others feel empowered to live their dream lives. No matter what your financial background looks like, I’m here to offer a judgment-free approach that meets you where you are. Financial planning is a tool to help you build a life that feels like your own, focusing on your values, supporting your relationships, and prioritizing what truly matters most to you. Outside of personal finance, I love to hike in the nearby Rockies, tend to my plants, practice yoga, and paint. I live near Salt Lake City, Utah, with my wonderful partner, an exuberant dog, and two cuddly old cats.

Equity Recipients (RS/RSU, SOP, ESPP) Artists or Creative LGBTQIA Gen Y/Millennials (Born 1980-1995)

Ben G

CFP®

American Fork, UT

Gajardo Wealth Management LLC

My name is Ben Gajardo, CFP®, and I am a dedicated Certified Financial Planner™ professional. With a profound commitment to helping individuals realize their financial dreams, I established Gajardo Wealth Management to address the unique financial planning needs of small business owners, medical professionals, and professors. Gajardo Wealth Management is located in American Fork, Utah, but we serve clients nationwide virtually. We pride ourselves on offering personalized and comprehensive financial planning services. Our mission is to provide strategic financial guidance that is tailored to the distinct needs and aspirations of our clients. As a fee-only fiduciary firm, we are committed to prioritizing your best interests above all else, ensuring that our recommendations are always aligned with your goals. At Gajardo Wealth Management, we understand that financial planning is not just about managing money; it's about empowering you to live the life you envision. We offer a wide range of services including investment management, retirement planning, tax planning, estate planning, and more. Whether you're a small business owner looking to grow and protect your enterprise, a medical professional navigating the complexities of your financial landscape, or a professor planning for a secure retirement, we are here to help. Our approach is rooted in a deep understanding of the unique challenges and opportunities that our clients face. We take the time to get to know you, your values, and your long-term objectives. This personalized approach allows us to create tailored financial plans that not only address your current needs but also position you for future success. As a CFP® professional, I bring a high level of expertise and ethical standards to every client relationship. My role is not just to provide financial advice, but to act as a trusted partner in your financial journey. I believe in transparent communication, ongoing education, and a collaborative approach to financial planning. This ensures that you are always informed and confident in the decisions we make together. If you’re ready to take the next step towards financial security and achieving your life’s goals, I invite you to schedule an introductory meeting with us. Let’s work together to build a brighter financial future for you and your family.

Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner Baby Boomers (Born 1946-1964)

Mark P

CFP®

Holladay, UT

Outpost Advisors, LLC

As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls in Salt Lake City, Utah with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist. After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital. Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for several years – both at work and through volunteer roles at church. Mark can also often be found blogging about all of these at the website Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys everything on offer in the mountains of Utah, whether it’s skiing, trail running, hunting, climbing or riding bikes with his family.

Business ownership considerations Business succession planning Family Business Doctor or Medical Professional Intergenerational Families

Stephen B

CFP®

West Jordan, UT

Evergreen Financial Group

We focus on helping Christian outdoor focused individuals and churches

Christian Faith Based Gen Y/Millennials (Born 1980-1995)

Tyler B

CFP®, Series 66

Sandy, UT

Edward Jones

Retirement income strategy Charitable giving & philanthropy General retirement planning Wealth management

Cristopher G

Series 63, Series 66

Sandy, UT

Fidelity

Cristopher Garff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He collaborates with high net worth households to understand their unique goals and needs, assisting clients in creating individualized and comprehensive financial plans. Cristopher has been with Fidelity Investments since 1999, holding various roles including Senior Relationship Officer, Relationship Officer, Client Management Representative, Retirement Income Planning Consultant, Investment Representative, Financial Representative, Service Trader, and Customer Service Representative. This extensive experience has provided him with a broad understanding of financial services and client management.

Wealth management Retirement income strategy Income planning Financial Professional
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