Jamie TarrantCRD Number: 3170070
Current Firm: The Insight Group, Inc.
Jamie Tarrant (CRD# 3170070) is an Investment Advisor Representative working at The Insight Group, Inc. in Salt Lake City, UT and has over 16 years of experience in the finance industry.
Uma Financial Services Inc.
|The Insight Group, Inc.||Salt Lake City, UT||Oct 1998 - Current||18|
|The Insight Group Insurance Agency, LLC||Salt Lake City, UT||Oct 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2001|
Total Assets Under Management504MILLIONS
Total Number of Accounts1,188ACCOUNTS
Average Account Value$423,854
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX, UT, WA