INVESTMENT BROKERAGE FIRMS: Ranked by Total Licensed Brokers.

• Position: Company rankings

INVESTMENT BROKERAGE FIRMS Ranked by Total Licensed Brokers COMPANY PHONE 1 Fidelity Investments (800) 544-5586 fidelity.com 2 Edward Jones (801) 261-0551 edwardjones.com 3 Morgan Stanley Wealth (801) 578-8000 Management morganstanley.com 4 Mountain America Investment (801) 325-6260 Services macu.com/wealth 5 MassMutual-Capstone Partners (801) 943-6277 Utah imw.massmutual.com 6 Wilson-Davis & Co. Inc. (801) 532-1313 wdco.com 7 First Western Advisors (801) 930-6500 fwainvest.com 8 D.A. Davidson (801) 304-8260 dadavidson.com 9 Cambria Capital (801) 320-9606 cambriacapital.com 10 American Funds and Trust (801) 466-8701 americanfundsandtrusts.com ADDRESS SENIOR OFFIFER YEAR EST. 1 279 W. South Temple Mark Barlow, 1946 Salt Lake City, UT 84101 Reed Wellman (Utah Region Co-Leaders) 2 1100 E. 6600 S. Ste. 420 Marcus E. Johnson 1922 Salt Lake City, UT 84081 (Regional Leader) 3 60 E. South Temple James P. Gorman 1935 Salt Lake City, UT 84111 (Chairperson/CEO) 4 9800 S. Monroe St. Chad Waddoups 1990 Sandy, UT 84070 (Program Manager) 5 2901 W. Blue Grass Blvd. Brady Murray 2013 Ste. 320 Lehi, UT 84043 (President) 6 236 S. Main St. James C. Snow 1968 Salt Lake City, UT 84101 (President) 7 3165 E. Millrock Dr. Ste. 340 Gary W. Teran 1982 Holladay, UT 84121 (President/CEO) 8 7730 Union Park Ave. Midvale Michael Forbes 1935 Utah 84770 (Sr VP, Branch Manager) 9 488 E. Winchester Ste. 200 Joel Vanderhoof 2004 Salt Lake City, UT 84107 (President) 10 3030 S. Main St. Ste. 100 Richard Taggart 1958 Salt Lake City, UT 84115 (President) SERVICES TOTAL UT TOTAL UT OFFICES EMPLOYEES 1...