Jacob Bluth, financial advisor Salt Lake City UT

Jacob Bluth

CRD Number: 6559782
Current Firm: Fidelity Personal And Workplace Advisors

Jacob Bluth (CRD# 6559782) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC American Fork, UT Sep 2015 - Current 6
Blucor Contracting Inc. Gilbert, AZ Jul 2015 - Sep 2015 < 1
Vivint Inc. Virginia Beach, VA Apr 2015 - Jul 2015 < 1
Brigham Young University Provo, UT Aug 2014 - Apr 2015 < 1
Rockwater Energy Solutions Williston, ND Aug 2014 - Aug 2014 < 1
Bakken Energy Co Williston, ND Aug 2014 - Aug 2014 < 1
Blucor Gilbert, AZ Jul 2014 - Aug 2014 < 1
Alarm Protection Technology LLC Katy, TX Apr 2014 - Jun 2014 < 1
Markham Contracting Inc. Tucson, AZ Jan 2014 - Apr 2014 < 1
Degan Underground LLC Phoenix, AZ Dec 2013 - Dec 2013 < 1
Brigham Young University Alcala De Henares, Aug 2013 - Dec 2013 < 1
Vivint Farmington Hills, MI Apr 2013 - Aug 2013 < 1
Brigham Young University Provo, UT Aug 2012 - Apr 2013 < 1
Mwh Global Tucson, AZ Apr 2012 - Aug 2012 < 1
Wylie Bice Williston, ND Jan 2012 - Apr 2012 < 1
Unemployed Eagle, ID Nov 2011 - Jan 2012 < 1
The Church Of Jesus Christ Of Latter Day Saints Osorno, Oct 2009 - Nov 2011 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Jacob D. Bluth
Phone Number: 617-563-7000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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