Dalin Bryan Jewett
Investment adviser representative at Tanara Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$1.1BFirm assets
Under 1 yearFirm in business
Are you Dalin Bryan Jewett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tanara Wealth Management LLCApr 2026 to now
- Brigham Young UniversitySep 2023 to now
- Andina AdvisorsOct 2025 to Apr 2026
- Vivint Inc.Feb 2025 to Aug 2025
- Volcanic RetailJan 2024 to Apr 2025
- Religious ServiceAug 2021 to Sep 2023
- Craig's ServicesJun 2018 to Aug 2021
- StudentMar 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Tanara Wealth Management LLC
$1.1BAssets managed
390Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8257424
- Firm CRD
- 340174