Investment brokerage firms: ranked by 2015 total licensed brokers.

PositionFinance & Professional - Company rankings

Investment Brokerage Firms Ranked by 2015 Total Licensed Brokers Company Phone Address 1 Edward Jones (801) 261-0551 1100 E. 6600 South, edwardjones.com Ste. 420 Salt Lake City, UT 84121 2 Morgan Stanley Wealth (801) 578 8000 60 E. South Temple Management Salt Lake City, UT 84111 morganstanley.com 3 MassMutual Intermountain (801) 943-6277 6330 S. 3000 East, West imw.massmutual.com Ste. 600 Salt Lake City, UT 84121 4 Wilson-Davis & Co. Inc. (801)532-1313 236 S. Main Street wdco.com Salt Lake City, UT 84101 5 D.A. Davidson & Co. (801) 304-8260 7730 Union Park dadco.com Avenue, Ste. 220 Midvale, UT 84047 6 American Funds and Trust (801)466-8701 3030 S. Main americanfundsandtrusts.com Street, Ste. 100 Salt Lake City, UT 84115 7 Sterne Agee Financial (801)274-6000 2118 E. 3900 South, Services sterneagee.com Ste. 201 Salt Lake City, UT 84124 9 Wells Fargo Investments (866) 579-3719 299 S. Main Street wellsfargo.com/investing Salt Lake City, UT 84111 8 Fidelity Investments (800)343-3548 49 N. 400 West Salt fideiity.com Lake City, UT 84101 10 Merrill Lynch Smith, Inc. (801) 535-1300 60 E. South Temple, ml.com Ste. 200 Salt Lake City, UT 84111 Company Contact Year Est. 1 Edward Jones Marcus E. Johnson 1871 edwardjones.com (Regional Leader) 2 Morgan Stanley Wealth Kirby Kuklenski 1935 Management (Mountain/Plains Director) morganstanley.com 3 MassMutual Intermountain Brady Murray 1893 West imw.massmutual.com (President) 4 Wilson-Davis & Co. Inc. James C. Snow 1968 wdco.com (President) 5 D.A. Davidson & Co. Michael C. Forbes 1935 dadco.com (Sr. Vice President) 6 American Funds and Trust Richard Taggart 1958 americanfundsandtrusts.com (President) 7 Sterne Agee Financial Dick Gaddis & Tom 1901 Services sterneagee.com Cannon (Co- Managers) 9 Wells Fargo Investments Gary Carlson 1852 wellsfargo.com/investing (Wealth Brokerage Services Manager) 8 Fidelity Investments Charlie Lansche 1946 fideiity.com (Vice President) 10 Merrill Lynch Smith, Inc. Mori Paulsen 1915 ml.com (Complex Director) Company Services 1 Edward Jones Mutual funds, stocks and edwardjones.com options, bonds and fixed income, ETFs, portfolio management, margin loans, annuities, retirement planning 2 Morgan Stanley Wealth Brokerage, investment banking, Management asset management to corporations, governments and individuals morganstanley.com 3 MassMutual Intermountain Life insurance, West imw.massmutual.com retiremenV401(k) plan services...

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