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 15 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, 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