Eli JonesCRD Number: 5960259
Current Firm: Strategic Advisers, Inc.
Eli Jones (CRD# 5960259) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Jul 2011 - Current||5|
|University Of Utah||Salt Lake City, UT||Jan 2008 - Current||9|
|William S Cooley Cpa||Bountiful, UT||Jan 2010 - Jul 2011||1|
|Ihop||Salt Lake City, UT||May 2008 - Jun 2011||3|
|Utah State University||Logan, UT||Aug 2007 - Dec 2008||1|
|Convergys||Logan, UT||Mar 2008 - May 2008||< 1|
|T.j. Maxx||Salt Lake City, UT||Mar 2006 - Mar 2008||2|
|East High School||Salt Lake City, UT||Aug 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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