Jamie Tarrant, financial advisor Salt Lake City UT
93 score

Jamie Tarrant

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jamie O. Tarrant
Phone Number: 801-944-7702
Firm Website: http://insightgroup.com
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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