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Lon Jefferies

Total live articles: 1

Member since: Jun 30, 2012

Lon Jefferies is an investment advisor representative with Net Worth Advisory Group, a fee-only financial planning firm in Salt Lake City, Utah. He is a Certified Financial Planner (CFP®) and a member of the National Association of Personal Financial Advisors (NAPFA). He possesses an MBA and bachelor's degrees in Finance and Marketing from the University of Utah.

Lon writes articles for local magazines such as Business Connect, Utah CEO and Utah Business Magazine, and he consistently contributes articles to online magazines such as and (by The Wall Street Journal). Additionally, Lon is an expert author at Lon has been quoted nationally in publications such as the Wall Street Journal, the New York Times and Investment News.

Education and Designations

Candidate for Certified Financial Planner Certification

Member, National Association of Personal Financial Advisors (NAPFA)

Certified Financial Planning Program, College of Financial Planning

Master of Business Administration, University of Utah

Bachelor of Science, Finance, University of Utah

Bachelor of Science, Marketing, University of Utah

Utah Life, Accident, and Health Producers License

Recent Activity

The financial advisors at Net Worth Advisory Group recently pooled their knowledge from nearly 100 years of experience to create a list of truisms about investing. Also, thanks to Jim Blankenship, an

Investing> Retirement Planning l 2 years ago

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