Brady JardineCRD Number: 6112360
Current Firm: Financial Insight Center
Brady Jardine (CRD# 6112360) is an Investment Advisor Representative working at Financial Insight Center in Salt Lake City, UT and has over 5 years of experience in the finance industry. Brady Jardine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Uma Financial Services Inc.
|The Insight Group Insurance Agency, LLC||Salt Lake City, UT||Jan 2014 - Current||4|
|Financial Insight Center||Logan, UT||Jan 2014 - Current||4|
|Oneamerica Securities||Logan, UT||Oct 2012 - Jan 2014||1|
|American United Life||Logan, UT||May 2012 - Jan 2014||1|
|Utah State University||Logan, UT||Aug 2008 - Apr 2012||3|
|Church Of Jesus Christ Of Latter Day Saints||San Antonio, TX||Aug 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management199MILLIONS
Total Number of Accounts1,934ACCOUNTS
Average Account Value$102,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, ID, NV, TX, UT, WY
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