Brenton Jakins (CRD# 7472005) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | American Fork, UT | Nov 2021 - Current | 2 |
| Itto Sushi | Salt Lake City, UT | Jun 2021 - Nov 2021 | < 1 |
| Bento Creative LLC | Provo, UT | Oct 2019 - Nov 2021 | 2 |
| Utah State University | Logan, UT | Aug 2018 - May 2021 | 2 |
| Brightstar Wireless | Logan, UT | May 2020 - Aug 2020 | < 1 |
| Ensign Group International | Layton, UT | May 2019 - May 2020 | 1 |
| Clearhome | Logan, UT | Aug 2016 - May 2019 | 2 |
| Sub Zero Ice Cream | Provo, UT | Apr 2015 - Aug 2016 | 1 |
| Full Time Education | Provo, UT | Jan 2011 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CO
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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