Jeremy Howlett

Current

• Investment Advisor at Intermountain Financial Advisors

Past

• Equities Trader at Fidelity Investments
• Product Specialist at Konica Minolta
• Client Support Specialist at Utah Interactive

1 more...

Education

• Utah Valley State College
• West Jordan High

Recommended

2 people have recommended Jeremy

Connections

54 connections

Industry

Financial Services

Websites

• My Company
• Market Data

Jeremy Howlett’s Summary

I am a Registered Investment Advisor who has dedicated his life to helping others achieve their financial goals. I am affiliated with an independent financial advising firm.
My focus is working with individual clients, and businesses, to determine a course of action to attain their financial goals. I do this through a velocity of money approach utilizing the Lifetime Economic Acceleration Process.

Jeremy Howlett’s Specialties:

Investing - Traditional and non-traditional, Insurance as a tool, protecting assets, holistic financial planning, maximizing wealth

Jeremy Howlett’s Experience

• Investment Advisor

  Intermountain Financial Advisors

  (Privately Held; 11-50 employees; Financial Services industry)

  November 2007 — Present (1 year)

  Intermountain Financial Advisors, Inc. is a group of independent financial services professionals specializing in insurance, investments, and tax strategy planning.�We are specialists in successful financial partnering with financial institutions, independent P&C firms and firms or institutions wishing to offer financial services to their clients. We offer a comprehensive list of products and services for both the individual and the business from over 167 companies. Having the freedom to independently evaluate all the investment, insurance and planning options available allows us to find the best solutions to fit your personal or business financial strategy.
  
  By utilizing the latest�financial information�technology, as well as our vast resources and experience, we can help each client create a sound financial plan that will act as a pillar of support in establishing a lasting foundation for your future financial needs

Additional Information

Jeremy Howlett’s Websites:

• My Company
• Market Data

Jeremy Howlett’s Interests:

Investing, Fly-fishing, Golf, Marketing, Real Estate, Self Directed IRAs, Hiking, Camping, Boating

Jeremy Howlett’s Groups:

LDS Church, West Jordan High, Friends

•    A Golf & Business Networking Group
•    Utah Valley Alumni
•    SuperInvestor LIG

Jeremy Howlett’s Contact Settings

Interested In:

• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch