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Jeffrey Cardon

Director at Wasatch Advisors

No current adviser or broker registrationSEC record checked 17 October 2026

1
Past adviser firms
3
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Jeffrey Cardon is Director of Wasatch Advisors LP, a Salt Lake City investment adviser managing $23.3B. Jeffrey Cardon has past investment-adviser registrations through 1 firm and has passed the Series 2, Series 65 and Series 63.

Role at Wasatch Advisors

Title on Schedule A
Director
Control
Jeffrey Cardon is a control person of Wasatch Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jeffrey Cardon has held the filed role since September 1980.

The firm

Wasatch Advisors LP
Salt Lake City, UT

Form ADV filed 16 March 2026

$23.3B AUM239 clients41 advisers1 offices

Career on record

Firms and exams, newest first
  1. Wasatch Advisors Inc
    – · 25 years
    Salt Lake City, UT · Adviser representative · Firm CRD 106081
  2. Passed Series 2, Series 65 and Series 63 · 1992

Registrations and exams

No current adviser or broker registration. Jeffrey Cardon has passed 3 qualifying exams.

Examinations

Series 654 November 1992
Name
Uniform Investment Adviser Law Examination
Series 634 November 1992
Name
Uniform Securities Agent State Law Examination
Series 22 November 1992
Name
Non-Member General Securities Examination

Individual record

Full name
Jeffrey Stewart Cardon
CRD
2298025
Firm
Wasatch Advisors LP
Registration status
No current adviser or broker registration
Firm bio
wasatchglobal.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Wasatch identifies Jeff Cardon as a former CEO and current board member. The firm reports that he earned a B.S. in Finance from the University of Utah. Official firm biography

Common questions

Where does Jeffrey Cardon work?

Jeffrey Cardon has been Director of Wasatch Advisors LP since September 1980, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 16 March 2026

Does Jeffrey Cardon have a current investment-adviser registration?

Jeffrey Cardon has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Jeffrey Cardon passed?

Jeffrey Cardon has passed 3 licensing exams: the Series 2, Series 65 and Series 63. The earliest, the Series 2, was passed in November 1992.

Source: IAPD individual record, checked 17 October 2026

Where was Jeffrey Cardon previously registered as an investment adviser?

Jeffrey Cardon has past investment-adviser registrations through Wasatch Advisors Inc, January 1993 to December 2017, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Wasatch Advisors

  • Michael Yeates
    Director, Chief Executive Officer
  • Hollie Strasburg
    Director, Chief Operating Officer
  • Daniel Thurber
    Director, Secretary, Chief Compliance Officer, General Counsel
  • Eric Bergeson
    Director
  • Ajay Krishnan
    Director, Portfolio Manager
  • Dustin McCarty
    Director, Head of Distribution
  • Ryan Snow
    Director, Portfolio Manager
  • Catherine Swenson
    Director, Director of Client Relations
  • James Taylor
    Director
  • Michael Valentine
    Director, Portfolio Manager

Sources

  1. IAPD individual record, CRD 2298025. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Wasatch Advisors LP, filed 16 March 2026. Title, control and ownership bands.
  3. Wasatch Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffrey Cardon or Wasatch Advisors LP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.