Jacob BluthCRD 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.
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
Rock House Financial
|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|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- 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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