Rick Jaster (CRD# 5390035) is an Investment Advisor Representative working at Evestia Financial in Saint George, UT and has 1 year of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Evestia Financial | Lehi, UT | Apr 2021 - Current | 3 |
Carson Group Investing, LLC | Omaha, NE | Jul 2018 - Jan 2021 | 2 |
Qbi Financial, LLC | Charlotte, NC | Dec 2016 - Jun 2018 | 1 |
Summit Global Investments | Bountiful, UT | Jul 2013 - Oct 2016 | 3 |
- UT
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts93ACCOUNTS
-
Average Account Value$498,738
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Other
UT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.