Jaycee Carroll
Three Seasons Wealth · Salt Lake City, Utah
Jaycee Carroll is a fee-only financial advisor at Three Seasons Wealth in Salt Lake City, Utah. Jaycee focuses on tax planning, founders (pre-exit) and family wealth transfer. Three Seasons Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Three Seasons Wealth |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $1.23B across 879 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7477686 |
| Exams passed | Series 63 (2022) · Series 65 (2022) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | threeseasonswealth.com |
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Questions about Jaycee
Is Jaycee Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jaycee holds no broker registration, and Three Seasons Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jaycee charge for financial advice?
Jaycee's firm, Three Seasons Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Jaycee charge?
According to Three Seasons Wealth's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Jaycee Carroll based?
Jaycee Carroll is based in Salt Lake City, Utah.
What does Jaycee specialize in?
Jaycee's specialties include tax planning, founders (pre-exit) and family wealth transfer. Jaycee works with founders, ultra high net worth and multi-generational families.
Is Jaycee Carroll registered with the SEC?
Yes. Jaycee Carroll is registered as an investment adviser representative in UT (CRD 7477686), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Three Seasons Wealth manage?
Three Seasons Wealth reports $1.23B across 879 accounts in assets under management.
How do I contact Jaycee Carroll?
Through Jaycee's website, threeseasonswealth.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
- Three Seasons Wealth 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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