Jed Wunderli

Jed Wunderli has extensive experience in the financial services and mortgage planning industry, beginning as a Licensed Representative at Fidelity Investments from 1993 to 1995, where Series 7 licensing was obtained. From 2005 to 2025, multiple roles as a Certified Mortgage Planner were held across various companies, including Meridias Capital and Noble Home Loans, focusing on client wealth creation and mortgage solutions. Additionally, from 2022 to 2025, a position as Tax Credit Specialist and Life Insurance Producer at Acquire Tax Credits involved assisting medical professionals in obtaining tax credits for innovative practices. Leadership experience includes serving as Vice President at USA Lending Group, where responsibilities included branch management and loan officer training. Educational qualifications include a B.S. in Business, Sociology, Accounting, and Sociology from the University of Utah.