Jeremy Howlett

Current

Investment Advisor at Intermountain Financial Advisors

Past

Advisor at OneAmerica
Equities Trader at Fidelity Investments
Product Specialist at Konica Minolta

2 more...

Education

Utah Valley University
West Jordan High

Recommended

9 people have recommended Jeremy

Connections

136 connections

Industry

Financial Services

Websites

Jeremy Howlett’s Summary

I am an Advisor who has dedicated his life to providing confidence and clarity for financial decisions in this ever changing world. I am affiliated with an independent financial advising firm to truly help families achieve this among other great wealth objectives.
My focus is working with individuals, families, and businesses, to achieve their maximum wealth with no additional out of pocket outlay and no more risk. I do this through a velocity of money approach utilizing the Lifetime Economic Acceleration Process and a financial simulation software known as Wealth in Motion.

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 9 months)

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