Sterling C. Jack

Colwyn Investments

10923 South Redwood Road

South Jordan, UT 84095


Connect with Sterling

General Information

Firm Start Year


No.of Employees




Firm CRD#


Insurance License#


Name of Custodial Firm

Charles Schwab, TD Ameritrade, Interactive Brokers

States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Annuities, Insurance Planning, Money Management


Registered Investment Advisor


Investment Advisor Representative


I am an acknowledged fiduciary


Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA, Ph. D.

Securities Licenses

Series 66, Series 65, Series 7, Series 6

Insurance and Annuity Licenses

Disability, Property, Casualty, Accident, Annuity, Health, Life, HMO, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Advisor's Number of Clients


Advisor's Number of Managed Clients


Advisor's Number of Planning Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Flat Fee

Fee % Based on Assets


Hourly Rate


Additional Details on Charges

Management Fee is based on Assets under Management. Planning fee is based on Scope of the Plan Insurance service costs vary per product.

Minimum Fee Charged for Managed Accounts


Minimum Fee Charged for Hourly Planning Accounts



Doctor of Philisophy - Finance, Business Administration, Leadership

Capella University
01/01/2007 - 01/01/2009

Master of Business Administration - Finances and Economics

University of Phoenix
01/01/2006 - 01/01/2007

Bachelors of Science - Business and Finance

Brigham Young University
01/01/1999 - 12/31/1999

Associates Degree - Business Administration

Ricks College
09/01/1995 - 05/01/1996



The information found on this website is not intended to be used as the sole basis of any investment, tax, or retirement decisions. Our information provided is prepared for general circulation and has been prepared without regard to any one individuals financial circumstances and objectives of persons who receive or obtain access to it. No one receiving or accessing our materials should make any investment decision without first consulting a competent financial advisor and conducting his or her own research and due diligence, including carefully reviewing any applicable prospectuses, press releases, reports and other public filings of any investment being considered. None of the information presented should be construed as an offer to sell or buy any particular investment or product. As always, use your best judgment when investing. This information should not be construed as investment advice. This material was prepared by Colwyn Investments. Colwyn offers investment advisory services and is an independent, fee-based, Registered Investment Advisor firm providing wealth management services for individuals and small businesses, financial planning services, retirement plan consulting for small businesses as well as financial Advisor services for individuals and businesses. Colwyn Investments is located at 10923 South Redwood Road, South Jordan Utah 84095 and they can be reached at 801-254-0084.