Brent DainesCRD Number: 4575245
Current Firm: Jacobsen Capital Management
Brent Daines (CRD# 4575245) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has over 15 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Daines Goodwin & Company||Salt Lake City, UT||Dec 1983 - Current||33|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management190MILLIONS
Total Number of Accounts342ACCOUNTS
Average Account Value$555,556
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)