Jonathan Slager, financial advisor Murray UT
89 score

Jonathan Slager

CRD Number: 5989081
Current Firm: Bridge Investment Group Partners, LLC

Jonathan Slager (CRD# 5989081) is an Investment Advisor Representative working at Bridge Investment Group Partners, LLC in Murray, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bridge Investment Group Partners, LLC Murray, UT Jan 2012 - Current 5
Pacific Finance, LLC Murray, UT Jun 2005 - Current 12
Pacific Finance Holdings, LLC Murray, UT Mar 2009 - Dec 2011 2
The Pacific Group Usa, Inc. Sugarhouse, UT Dec 2005 - Dec 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Jonathan P. Slager
Phone Number: 801-716-4553
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    4,116
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $195,982,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

CA, DE, FL, NY, UT, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.