About Us
Who We Are
Lexor Wealth Management offers securities and advisory services through Independent Financial Group (IFG), a registered broker-dealer and a registered investment advisor, member FINRA/SIPC. IFG is aligned with Pershing to provide access to a full-spectrum of investments, streamlined technology, as well as strong compliance systems and back-office support.
We are not run by a bank or insurance company. We are independent. Why is that better? Most broker-dealers that are owned wholly by a bank or insurance company that incentivizes advisors to sell annuities, insurances, banking products, mortgages, credit cards and/or proprietary investments that can hold you and your money hostage. These are great for the advisors of these companies, and great for the shareholders, but not always in the best interest of the clients and the client’s goals.
That is a huge difference–we have access to everything, without the quotes or extra incentives to push them on you.
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Lexor Wealth Management, Pershing LLC, BNY Mellon, and IFG are unaffiliated entities.
WORK WITH THE HIGHEST STANDARD
Our advisors are CFP® professionals who have completed extensive training and experience requirements, and are required to engage in ongoing education. We are committed to the CFP Board’s ethical standards that require us to be fiduciaries, which means putting clients’ interests first. Partnering with us will provide you with a holistic, personalized approach to your financial plan. Visit the Services page for more information on the areas of financial planning we address and the steps we take to help you reach your goals.
About our Founder
Bryce Jones has always made it a priority to educate and assist others achieve their goals regardless of where he has been. His extensive experience comes from decades of leading others in various positions.
He founded and built several successful businesses including the 3rd largest independent real estate brokerage in Utah where he hired over 500 employees. Owning and running those various corporations gave him a vast background in business, real estate, mortgage and software development.
After selling a few of those companies, Bryce and his wife served a church mission together where they presided over and assisted more than 140 missionaries.
Upon completion of that church service, Bryce joined Merrill Lynch in St George, Utah as a Financial Advisor where he focused on providing the highest quality personal service to his clients. After several years as a Financial Advisor, Bryce transitioned to leadership in Southern California where he led over 300 financial professionals in one of the company’s flagship markets.
Following the death of his daughter, and recognizing that family is more important than anything else, he moved back to southern Utah and opened Lexor Wealth Management. He is passionate about helping people succeed and his commitment to the relationships is at the core of everything he does.
Bryce currently holds the CERTIFIED FINANCIAL PLANNER™, CFP®, certification and earned the Certified Plan Fiduciary Advisor designation. Bryce also has a Series 7 FINRA registration, Series 66 FINRA registration, Series 9 FINRA registration, Series 10 FINRA registration, Life Insurance License, and a Utah Real Estate license.
Bryce enjoys competing in various endurance sports including Ironman triathlons and running races. He also enjoys hiking, camping, hunting, fishing and traveling with his family. Bryce lives in St George, Utah with his wife, son and 3 sets of twins.
Bryce Jones, CFP®, CPFA
Wealth Management Advisor, Owner