Josh Liljenquist, CFP®, CPWA®

Vice President at First Western Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Salt Lake City Metropolitan Area

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Certified Private Wealth Advisor®
    Investments & Wealth Institute
    Oct, 2021
    - Oct, 2024
  • Certified Financial Planner
    CFP Board
    Jan, 2016
    - Oct, 2024

Experience

  • First Western Advisors
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Vice President
      • Apr 2014 - Present

      Financial Advisor, RJFS I work with my clients to define and construct their retirement plans. I provide portfolio reviews and provide recommended solutions to ensure that my clients can retire when and how they wish. First Western Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Show less

  • E*TRADE Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Consultant
      • Apr 2011 - Apr 2014
  • Chase Investment Services Corp
    • United States
    • Software Development
    • Financial Advisor
      • May 2008 - Nov 2010
  • JP Morgan Chase Bank
    • India
    • Banking
    • 300 - 400 Employee
    • Personal Banker
      • May 2007 - May 2008
  • Extend Health
    • United States
    • Medical Practices
    • Sales Manager
      • Jun 2004 - Jun 2007

Education

  • Bachelor of Arts (B.A.), International Business
    2001 - 2004

Community

You need to have a working account to view this content. Click here to join now