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.
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|
|High School||Twin Falls, ID||Feb 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management136MILLIONS
Total Number of Accounts1,634ACCOUNTS
Average Account Value$83,146
- 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, TX, UT
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