Connect with our Salt Lake City Team

When it comes to asset management, everything we do starts with understanding our clients and their objectives. We have three main divisions that allow us to work with individuals, businesses, and plan participants. We strive for the best in every market we serve and believe in bringing simplicity into an industry that can be complex.

Our entrepreneurial, team-oriented approach to wealth management, retirement plan consulting and financial wellness means that you have access to the resources that you need. We believe that every client has unique goals which is why we believe in collaboration. Our end goal is the same as yours – to help you achieve your life’s ambition. We look forward to helping you achieve yours.

Hi. We're Prime Capital Financial.

We’re an independent financial services firm guided by a vision – to help our clients’ dreams become greater than before.

We are proud to provide a wide range of top-tier solutions ranging from personalized financial planning to retirement consulting, tax planning, risk management and beyond. We can’t wait to help guide you to the financial freedom you need and deserve. Prime Capital Financial is an award-winning, federally registered investment advisor (RIA) recognized as one of the leading firms in the U.S. Click here to learn more about who we are!


Your Month-in-Review Is Ready!

It’s time to review last month’s key events and look ahead to what’s coming in the market and economic landscape. Download the latest edition of the Month-in-Review, developed by the Prime Capital Financial Investment Team!

 

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Meet The Team In Salt Lake City, Utah

CALENDAR GRAPHIC (37)

Jared Copinga

Partner & Managing Director

Phone: (385) 474-0174, Extension: 0174
Email:
jcopinga@primefinancial.com

CALENDAR GRAPHIC (34)

Ryan Wilson

Client Services

Phone: (385) 474-0462, Extension: 0462 
Email: rwilson@primefinancial.com

Jared has devoted his professional career to assisting clients and their families make smarter decisions with their money for more than the past 20 years. During that time he has attained extensive education and expertise in financial planning encompassing areas such as retirement planning, tax-conscious saving and distributions planning, investment management, stock compensation, employee benefit planning, risk management, insurance, estate planning, wealth transfer and charitable giving.

Jared tailors his planning approach to each client’s unique circumstances, objectives and goals prioritizing a deeply personal connection. In addition he is dedicated to comprehending and helping to bolster his clients ambitions.

A proud Salt Lake Native Jared resides there to this day. In his leisure time he enjoys quality moments with his family, hiking with his dogs, outdoor cooking and honing his photography skills.

Jared is a Chartered Retirement Planning Counselor (CRPC®) and holds his Series 65.

With over seven years at Goldman Sachs, Ryan honed his experience in Private Wealth Management Operations and Marcus Invest, where he managed a team of representatives, designed training and operational processes, and collaborated across departments to enhance the client experience. Holding Series 7, 65, and 63 licenses, Ryan is deeply committed to helping clients achieve their financial goals.

Ryan's career journey also includes roles managing payment processing teams for Intuit, leading Medicare teams for Blue Cross Blue Shield, and serving as a financial coach at Finicity. Each of these roles has cemented his passion for client experience and financial literacy.

Ryan is thrilled to have joined Prime Capital because of their genuine commitment to fiduciary responsibility and dedication to core values such as integrity, transparency, client centricity, positivity and continuous improvement. As a Senior Registered Client Service Specialist, Ryan is elated to combine his passions and skills to deliver a world-class experience for clients.

Outside of work, Ryan enjoys outdoor sports and adventures with his wife, daughter and dog. He also has a keen interest in languages and science.

This information does not constitute legal or tax advice. Prime Capital Investment Advisors, ("PCIA") and its associates do not provide legal or tax advice. Individuals should consult with an attorney or professional specializing in the fields of legal, tax, or accounting regarding the applicability of this information for their situations. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
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Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.