Colten Orton

Financial advisor at Edward Jones · Ephraim, UT

Last updated 2026-10-10

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Colten Orton is a financial advisor at Edward Jones in Ephraim, UT, CRD 7494341. Licenses and exams on the registration: Series 66. IAPD registration began 2023-09-08.

Registration

CRD number
7494341
Registration status
Active
IAPD registration
2023-09-08
Industry Experience
3 years
Work Experience
11 years
States registered
TX, UT

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2021-09 to 2024-07 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Salt Lake City, UT
  • 2014-11 to 2021-09 · Dhi Corp · Provo, UT
  • 2017-08 to Present · Utah Valley University · Orem, UT
  • 2024-07 to Present · Edward Jones · St. Louis, MO

Current employment

SEC IAPD record for Colten Orton

Edward Jones

Regulatory AUM
$1,013,608,323,988
Registered advisors
24,147
Offices
15,412
Clients per advisor
168.5 (High)
Average AUM per client
$249.1K (Low)
High-net-worth client ratio
9.2% (Low)

Edward Jones: advisors, services and reported ETF investments

About

Colten Orton is a CFP® financial advisor at Edward Jones in Ephraim, UT. Reported securities licenses include Series 66. The latest record indicates 3 years of industry experience and 11 years of reported work history. Reported roles include Utah Valley University, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dhi Corp.

SEC disclosures list additional business and community activities: Keo Artistry Type: Salon (hair Stylist) Date: 05/01/24 Title: Partner Trad Hrs: 0 Tot Hrs: 0 Desc: This Is My Wife'S Business: I am only a partner it occasionally help her with the business and for tax purposes; City-state: payson ut".

Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Edward Jones on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

39 West 700 South, Ephraim, UT 84627

2 advisors at this office.

Edward Jones office in Ephraim, UT

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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