Jonathan CleggCRD Number: 5461233
Current Firm: Edward Jones
Jonathan Clegg (CRD# 5461233) is an Investment Advisor Representative working at Edward Jones in Pleasant Grove, UT and has over 8 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Edward Jones||St Louis, MO||Dec 2007 - Current||9|
|Thanksgiving Point LLC||Lehi, UT||Oct 2002 - Dec 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV