Dan Jessop
Andina Advisors · Logan, Utah
Dan Jessop is a fee-only financial advisor at Andina Advisors in Logan, Utah. Dan focuses on estate & legacy planning and family wealth transfer. Andina Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Andina Advisors |
|---|---|
| Based in | Logan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.26B across 4,262 accounts |
| SEC registration | Investment adviser representative in UT · CRD 6010160 |
| Exams passed | Series 63 (2012) · Series 65 (2013) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | andinaadvisors.com |
How Dan's firm compares
- Andina Advisors's average account is about $296,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Dan
Is Dan Jessop a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dan holds no broker registration, and Andina Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dan charge for financial advice?
Dan's firm, Andina Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dan Jessop based?
Dan Jessop is based in Logan, Utah.
What does Dan specialize in?
Dan's specialties include estate & legacy planning and family wealth transfer. Dan works with multi-generational families.
Is Dan Jessop registered with the SEC?
Yes. Dan Jessop is registered as an investment adviser representative in UT (CRD 6010160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Andina Advisors manage?
Andina Advisors reports $1.26B across 4,262 accounts in assets under management.
How do I contact Dan Jessop?
Through Dan's website, andinaadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Andina Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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