Jeff Kemp, Cfp® Email & Phone Number

2323 So. Foothill, Slc, Ut 84088

Jeff has a passion for helping businesses, families, and individuals with their comprehensive wealth management solutions. He believes that every client should be treated with the compassion, love and consideration that he would extend to his own family. He feels that the only way to meet his client's expectations are to understand their needs, wants, and vision to create solutions that exceed their expectations. Finances can be complex and daunting at times. Having a trusted advisor to assist in navigating debt, budgeting, retirement planning, estate planning, tax planning, investment management, insurance evaluation and every aspect of your personal finances throughout every stage of your life can be priceless. Jeff has over 15 extremely accomplished years in the financial industry starting his career with HSBC Bank and excelling for over eight years with TD Ameritrade. He is a Certified Financial Planner™ professional. He maintains the following licenses: Series 7: General Securities; Series 66: Investment Advisor Representative. Jeff is also a licensed practitioner in life insurance.

Cottonwood Heights, Utah

Comprehensive financial and wealth planning service.

Greater Salt Lake City Area

Leadership is important and no other leadership is more valuable than the personal example of exceptional performance, particularly in an organization that values excellence. My performance accolades include: President Club awards: Q2 2013, Q4 2014, Q1 2015, Q2 2015, Q4 2015, 5 ELR “Beast” awards: Q2 2012 Q3 2012, Q1 2014, Q3 2014, Q1 2015, Q4 2015 Q2 2016, Q3 2016, Q2 2017 recipient of Sales Academy Reward and Recognition ‘Better in the Big Easy’ travel and training experience, 2015 YEHP (126%), I routinely lead my office in Advisor Direct and Gross sales and conversions. Prior to being licensed as an IC, over 6 years ago, I was a three time top ten Educations Sales performer with Investools and promoted to the workshop team as an Hybrid EC. I pride myself on often being one of the last ones out the door at night and one of the first ones to show up in the morning. I am always ready to share best practices and learn from peers. My background proves my longevity and dedication as a tenured employee. I embody the concept of “always improve” and more importantly I proactively help my peers see that value and vision as well.

Greater Salt Lake City Area

• Management: 1) Directed all daily activities to include customer service, lead management, sales direction, and auditory oversight of State, Federal and Company laws. 2) Spearheaded employee training, mentoring, motivation and coaching. 3) Prepared sales and compliance reports for Upper-Management. 4) Lead team to consistently compete in top national rankings. • Sales Consultant: 1) Worked with clients to assess individual financial situations and develop strategic financial solutions. 2) Fiercely dedicated to clientele while maintaining an instinctive focus on company profitability and cost needs. 3) Progressively sourced and closed key clientele to meet or exceed 100% of monthly goals.

Greensboro/Winston-Salem, North Carolina Area

• Professional Sales Consultant: 1) Sold custom homes ranging from $85K to $400K in the North Carolina custom home market. 2) Analyzed financial, real estate, and construction situations while developing balanced solutions. 3) Engineered custom homes tailored to customers needs. • Marketing Manager: 1) Built, and maintained queries and reports for all sales activities including market competition, lead generation, productivity, and quality 2) Created all lead based inside / outside sales.