Jeffrey Clark (CRD# 1272511) is an Investment Advisor Representative working at Praesideo Management, LLC in Ogden, UT and has over 38 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Praesideo Management, LLC | Ogden, UT | Jan 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2012 |
| S63 | Uniform Securities State Law Examination | Aug 1985 |
- UT
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$3,956,435
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
TX, UT
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