Bridger Jefferies in

Bridger Jefferies

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Financial Advisor at Northwestern Mutual
📍 Salt Lake City Metropolitan Area, United States

Bridger Jefferies is a Financial Advisor at Northwestern Mutual, focused on helping businesses and families implement effective financial strategies. A graduate of Weber State University with Series 7 and 66 certifications, he is skilled in wealth management, retirement planning, and investments, aiming to elevate his clients financial plans.

Outside of his professional role, Bridger is an avid outdoorsman. He enjoys spending his free time on the golf course or fishing. He also prioritizes spending quality time with his family.

He operates on the principle of being in his clients corner every step of the way.

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Experience
5 Years
Current Role
Financial Advisor
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Bridger shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bridger cares about

Holistic Financial Planning
Specializes in building comprehensive financial plans for both businesses and families, covering short-term and long-term goals.
Wealth Management
His background includes providing wealth management services, focusing on investments, securities, and retirement income strategies.
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Career

Work history

10-2022
Financial Advisor
Northwestern Mutual
8-2020 - 10-2022
Jr. Financial Advisor
Wells Fargo Advisors
In the press

Media appearances

Bridger Jefferies, Financial Advisor - Farmington, UT 84025. Featured in Northwestern Mutual
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Bridger Jefferies – Financial Advisor Profile – Northwestern Mutual. Featured in Northwestern Mutual
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Education
Bachelor of Science - BS
Weber State University
Bachelor of Science - BS
John B. Goddard School of Business & Economics
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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