LPL Financial
45yrs
Top advisor by experience in South Jordan
8yrs
Ann Lobos
Financial advisor at Vitality Capital Management
Ann Lobos is a fiduciary financial advisor in South Jordan, Utah, with 8 years in the industry. Ann joined Vitality Capital Management in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 392 advisors with offices in South Jordan, and one of 376 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
OfficeSouth Jordan, UT
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$395,225
Advisors at the firm3
States licensed ?1 state
Services through Vitality Capital Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowVitality Capital Management, LLCCurrent firm
Contact Ann
(801) 930-0520Vitality Capital Management main office South Jordan, UTOffice · Get directions Firm websiteHTTPS://VITALITYCAP.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ann
Tailored to Ann’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ann
How do I contact Ann?
Call Vitality Capital Management at (801) 930-0520 and ask for Ann Lobos. Ann works from the South Jordan, UT office.
How long has Ann been a financial advisor?
Ann has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Ann hold?
Series 65. Tap any license on this page to see what it allows.
Is Ann a fiduciary?
Ann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ann paid?
Vitality Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ann for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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