Jack SkadalCRD Number: 3174769
Current Firm: Strategic Advisers, Inc.
Jack Skadal (CRD# 3174769) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 16 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services LLC||American Fork, UT||Oct 2011 - Current||5|
|E*trade Capital Management LLC||Sandy, UT||Sep 2010 - Sep 2011||1|
|E*trade Securities LLC||Sandy, UT||Apr 2009 - Sep 2011||2|
|Fidelity Investments||Salt Lake City, UT||Oct 2007 - Feb 2009||1|
|Wells Fargo Investments, LLC||Salt Lake City, UT||Oct 2000 - Sep 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
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