Zions Wealth Advisors | LPL Financial
Jeremy Neilson
Vice President | Wealth Advisor
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Branch/Office Location
Jeremy Neilson
Vice President | Wealth Advisor
About Jeremy
Jeremy leverages 30 years of experience in the financial services industry to bring clients a steady perspective and thoughtful guidance as they pursue their financial goals and priorities. In his role at Zions Wealth Advisors, he is committed to helping individuals, families, and business owners navigate life’s complexity through comprehensive, values‑driven financial planning.
Previously, Jeremy served as a Wealth Advisor at Empower, where he partnered with high‑net‑worth clients to clarify priorities, navigate significant life transitions, and align financial resources to support long‑term objectives. Earlier in his career, he held roles with Morgan Stanley, Transamerica, Charles Schwab, AIG, and Fidelity Investments, supporting clients with retirement planning, wealth strategy, investment management, and a broad range of integrated wealth solutions. Prior to beginning his career in financial services, Jeremy served in the United States Marine Corps.
A Utah native, Jeremy and his family recently relocated to Washington, Utah. He looks forward to being actively involved in the Southern Utah community and enjoying the unique experiences and outdoor adventures the region has to offer.
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Zions Bank, a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
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