Investment Brokers: Ranked by 2017 Total Loan Volume.

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Investment Brokers Ranked by 2017 Total Loan Volume Company Phone Address (1) Morgan Stanley (801) 578 8000 60 E. South Temple Wealth Management Salt Lake City, morganstanley.com UT 84111 (2) Edward Jones (801) 261-0551 1100 E. 6600 South, edwardjones.com Ste. 420 Salt Lake City, UT 84081 (3) MassMutual (801) 943-6277 6330 S. 3000 East, Intermountain West Ste. 600 imw.massmutual.com Sait Lake City, UT 84121 (4) Wilson-Davis & (801) 532-1313 236 S. Main Street Co. Inc. Salt Lake City, wdco.com UT 84101 (5) First Western (801) 930-6500 3165 E. Millrock Advisors Drive, Ste. 340 fwainvest.com Holladay, UT 84121 (6) RBC Wealth (801) 656-2900 299 S. Main Street, Management Ste. 2000 rbcwm-usa.com Salt Lake City, UT 84111 (7) The Bapis Group at (801) 401-8700 2603 E. Parleys Way High Tower Advisors Salt Lake City, thebapisgroup.com UT 84109 (8) Sterne Agee (801) 274-6000 2118 E. 3900 South, Financial Services Ste. 201 sterneagee.com Salt Lake City, UT 84124 (9) D.A. Davidson (801) 304-8260 7730 Union Park Ave., & Co. Ste. 220 dadco.com Midvale, UT 84047 (10) Fidelity (800) 343-3548 49 N. 400 West Investments Salt Lake City, fidelity.com UT 84101 Company Contact Year (1) Morgan Stanley Kirby Kuklenski 1935 Wealth Management (Mountain/Plains Director) (2) Edward Jones Marcus E. Johnson 1922 (Regional Leader) (3) MassMutual Brady Murray 1893 Intermountain West (President) (4) Wilson-Davis & James C. Snow 1968 Co. Inc. (President) (5) First Western Gary W. Teran 1982 Advisors (President) (6) RBC Wealth Mark purcell 1909 Management (Managing Director) (7) The Bapis Group at Jessica Iorio 2008 High Tower Advisors (Executive Director) (8) Sterne Agee Dick Gaddis & 1901 Financial Services Tom Cannon (Registerd Principles) (9) D.A. Davidson Michael C. Forbes 1935 & Co. (Sr. Vice President) (10) Fidelity Charlie Lansche Investments (Vice President) 1946 Company Services Total UT Offices (1) Morgan Stanley Brokerage, investment 5 Wealth Management banking, asset management to corporations, governments and individuals (2) Edward Jones Mutual funds, stocks and 90 options, bonds and fixed income, ETFs, portfolio management, margin loans, annuities, retirement planning (3) MassMutual Asset management, retirement...

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